SWM
Selective Wealth Management’s IAC Inc IAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-18
| Closed | -$2K | – | 795 |
|
|
2022
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 658 |
|
|
2021
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 605 |
|
|
2021
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 541 |
|
|
2021
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 439 |
|
|
2020
Q3 | – | Sell |
-11
| Closed | -$4K | – | 356 |
|
|
2020
Q2 | $4K | Hold |
11
| – | – | ﹤0.01% | 322 |
|
|
2020
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 281 |
|
|
2019
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 260 |
|
|
2019
Q3 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 291 |
|