United Capital Financial Advisors’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-87,937
| Closed | -$3.43M | – | 1379 |
|
2019
Q3 | $3.43M | Sell |
87,937
-7,230
| -8% | -$282K | 0.02% | 488 |
|
2019
Q2 | $3.7M | Buy |
95,167
+13,222
| +16% | +$514K | 0.02% | 475 |
|
2019
Q1 | $3.08M | Buy |
81,945
+10,900
| +15% | +$409K | 0.02% | 502 |
|
2018
Q4 | $2.32M | Buy |
71,045
+15,774
| +29% | +$516K | 0.02% | 526 |
|
2018
Q3 | $2.14M | Buy |
+55,271
| New | +$2.14M | 0.02% | 598 |
|
2016
Q1 | – | Sell |
-38,871
| Closed | -$417K | – | 1235 |
|
2015
Q4 | $417K | Buy |
38,871
+15,829
| +69% | +$170K | ﹤0.01% | 927 |
|
2015
Q3 | $269K | Buy |
23,042
+4,963
| +27% | +$57.9K | ﹤0.01% | 1084 |
|
2015
Q2 | $257K | Sell |
18,079
-19,075
| -51% | -$271K | ﹤0.01% | 1120 |
|
2015
Q1 | $464K | Buy |
+37,154
| New | +$464K | 0.01% | 918 |
|