Sowell Financial Services’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-4,395
| Closed | -$553K | – | 1514 |
|
2021
Q1 | $553K | Buy |
4,395
+1,115
| +34% | +$140K | 0.02% | 610 |
|
2020
Q4 | $339K | Buy |
3,280
+90
| +3% | +$9.3K | 0.01% | 646 |
|
2020
Q3 | $209K | Sell |
3,190
-6,177
| -66% | -$405K | 0.01% | 711 |
|
2020
Q2 | $541K | Buy |
9,367
+135
| +1% | +$7.8K | 0.03% | 432 |
|
2020
Q1 | $296K | Sell |
9,232
-4,706
| -34% | -$151K | 0.02% | 548 |
|
2019
Q4 | $621K | Sell |
13,938
-375
| -3% | -$16.7K | 0.05% | 384 |
|
2019
Q3 | $558K | Buy |
+14,313
| New | +$558K | 0.05% | 382 |
|
2019
Q1 | $456K | Buy |
12,142
+145
| +1% | +$5.45K | 0.05% | 355 |
|
2018
Q4 | $392K | Sell |
11,997
-246
| -2% | -$8.04K | 0.06% | 323 |
|
2018
Q3 | $474K | Hold |
12,243
| – | – | 0.07% | 203 |
|
2018
Q2 | $418K | Buy |
12,243
+84
| +0.7% | +$2.87K | 0.09% | 190 |
|
2018
Q1 | $284K | Hold |
12,159
| – | – | 0.07% | 221 |
|
2017
Q4 | $293K | Buy |
12,159
+101
| +0.8% | +$2.43K | 0.07% | 213 |
|
2017
Q3 | $277K | Buy |
12,058
+145
| +1% | +$3.33K | 0.07% | 209 |
|
2017
Q2 | $225K | Hold |
11,913
| – | – | 0.06% | 225 |
|
2017
Q1 | $220K | Hold |
11,913
| – | – | 0.07% | 225 |
|
2016
Q4 | $162K | Buy |
+11,913
| New | +$162K | 0.05% | 212 |
|