United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,929
| Closed | -$214K | – | 1251 |
|
|
2021
Q3 | $214K | Buy |
3,929
+12
| +0.3% | +$654 | ﹤0.01% | 1116 |
|
|
2021
Q2 | $214K | Sell |
3,917
-50
| -1% | -$2.73K | ﹤0.01% | 1138 |
|
|
2021
Q1 | $219K | Buy |
3,967
+52
| +1% | +$2.87K | ﹤0.01% | 1089 |
|
|
2020
Q4 | $254K | Sell |
3,915
-1
| -0% | -$65 | ﹤0.01% | 1051 |
|
|
2020
Q3 | $204K | Buy |
+3,916
| New | +$204K | ﹤0.01% | 1067 |
|
|
2020
Q1 | – | Sell |
-4,361
| Closed | -$205K | – | 1383 |
|
|
2019
Q4 | $205K | Buy |
+4,361
| New | +$205K | ﹤0.01% | 1259 |
|
|
2019
Q3 | – | Sell |
-33,540
| Closed | -$1.3M | – | 1495 |
|
|
2019
Q2 | $1.3M | Buy |
+33,540
| New | +$1.3M | 0.01% | 725 |
|