Valeo 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
Q2 | – | Sell |
-1,126
| Closed | -$62K | – | 1899 |
|
|
2021
Q1 | $62K | Sell |
1,126
-109
| -9% | -$6K | ﹤0.01% | 751 |
|
|
2020
Q4 | $80K | Hold |
1,235
| – | – | ﹤0.01% | 619 |
|
|
2020
Q3 | $64K | Sell |
1,235
-1,304
| -51% | -$67.6K | 0.01% | 566 |
|
|
2020
Q2 | $98K | Sell |
2,539
-200
| -7% | -$7.72K | 0.01% | 497 |
|
|
2020
Q1 | $83K | Sell |
2,739
-6,381
| -70% | -$193K | 0.01% | 458 |
|
|
2019
Q4 | $429K | Buy |
9,120
+1,890
| +26% | +$88.9K | 0.04% | 211 |
|
|
2019
Q3 | $302K | Buy |
+7,230
| New | +$302K | 0.03% | 227 |
|