TW
Transform Wealth’s IAC Inc IAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,046
| Closed | -$307K | – | 190 |
|
|
2022
Q2 | $307K | Sell |
4,046
-107
| -3% | -$8.12K | 0.05% | 162 |
|
|
2022
Q1 | $416K | Sell |
4,153
-393
| -9% | -$39.4K | 0.05% | 168 |
|
|
2021
Q4 | $594K | Sell |
4,546
-555
| -11% | -$72.5K | 0.06% | 146 |
|
|
2021
Q3 | $665K | Buy |
5,101
+685
| +16% | +$89.3K | 0.08% | 145 |
|
|
2021
Q2 | $681K | Buy |
4,416
+667
| +18% | +$103K | 0.08% | 152 |
|
|
2021
Q1 | $811K | Sell |
3,749
-102
| -3% | -$22.1K | 0.16% | 111 |
|
|
2020
Q4 | $729K | Sell |
3,851
-912
| -19% | -$173K | 0.15% | 121 |
|
|
2020
Q3 | $571K | Buy |
4,763
+2,543
| +115% | +$305K | 0.09% | 137 |
|
|
2020
Q2 | $718K | Buy |
+2,220
| New | +$718K | 0.12% | 120 |
|