Scholtz & Company’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20,719
| Closed | -$1.7M | – | 52 |
|
|
2022
Q1 | $1.7M | Sell |
20,719
-26,500
| -56% | -$2.18M | 0.67% | 36 |
|
|
2021
Q4 | $5.06M | Buy |
47,219
+731
| +2% | +$78.4K | 1.64% | 26 |
|
|
2021
Q3 | $4.97M | Sell |
46,488
-6,391
| -12% | -$683K | 1.76% | 22 |
|
|
2021
Q2 | $6.69M | Sell |
52,879
-24,323
| -32% | -$3.08M | 2.29% | 14 |
|
|
2021
Q1 | $9.12M | Buy |
77,202
+198
| +0.3% | +$23.4K | 3.46% | 7 |
|
|
2020
Q4 | $7.96M | Buy |
77,004
+19,172
| +33% | +$1.98M | 3.11% | 8 |
|
|
2020
Q3 | $3.78M | Sell |
57,832
-41,783
| -42% | -$2.73M | 1.65% | 20 |
|
|
2020
Q2 | $5.76M | Buy |
99,615
+1,970
| +2% | +$114K | 2.87% | 12 |
|
|
2020
Q1 | $3.13M | Buy |
97,645
+14,643
| +18% | +$469K | 2.4% | 15 |
|
|
2019
Q4 | $3.7M | Sell |
83,002
-644
| -0.8% | -$28.7K | 2.14% | 18 |
|
|
2019
Q3 | $3.26M | Buy |
+83,646
| New | +$3.26M | 2.18% | 15 |
|
|
2015
Q4 | – | Sell |
-98,843
| Closed | -$1.15M | – | 45 |
|
|
2015
Q3 | $1.15M | Buy |
98,843
+24,760
| +33% | +$289K | 1.23% | 33 |
|
|
2015
Q2 | $1.06M | Buy |
74,083
+5,959
| +9% | +$84.9K | 1.04% | 35 |
|
|
2015
Q1 | $821K | Sell |
68,124
-1,119
| -2% | -$13.5K | 0.79% | 39 |
|
|
2014
Q4 | $752K | Buy |
69,243
+3,357
| +5% | +$36.5K | 0.77% | 38 |
|
|
2014
Q3 | $776K | Buy |
+65,886
| New | +$776K | 0.77% | 40 |
|