Shelton Capital Management’s IAA, Inc. Common Stock IAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,788
| Closed | -$272K | – | 767 |
|
|
2022
Q4 | $272K | Sell |
6,788
-356
| -5% | -$14.2K | 0.03% | 485 |
|
|
2022
Q3 | $228K | Hold |
7,144
| – | – | 0.01% | 571 |
|
|
2022
Q2 | $234K | Hold |
7,144
| – | – | 0.01% | 596 |
|
|
2022
Q1 | $273K | Hold |
7,144
| – | – | 0.01% | 594 |
|
|
2021
Q4 | $362K | Sell |
7,144
-520
| -7% | -$26.3K | 0.01% | 473 |
|
|
2021
Q3 | $418K | Hold |
7,664
| – | – | 0.02% | 410 |
|
|
2021
Q2 | $418K | Hold |
7,664
| – | – | 0.02% | 429 |
|
|
2021
Q1 | $423K | Hold |
7,664
| – | – | 0.01% | 423 |
|
|
2020
Q4 | $498K | Hold |
7,664
| – | – | 0.02% | 341 |
|
|
2020
Q3 | $399K | Buy |
+7,664
| New | +$399K | 0.02% | 464 |
|