Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,082
| Closed | -$224K | – | 710 |
|
|
2024
Q3 | $224K | Buy |
+5,082
| New | +$224K | 0.01% | 616 |
|
|
2024
Q2 | – | Sell |
-6,690
| Closed | -$270K | – | 673 |
|
|
2024
Q1 | $270K | Sell |
6,690
-190
| -3% | -$7.66K | 0.01% | 542 |
|
|
2023
Q4 | $296K | Buy |
6,880
+1,739
| +34% | +$74.7K | 0.01% | 491 |
|
|
2023
Q3 | $213K | Buy |
+5,141
| New | +$213K | 0.01% | 553 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | -$1K | – | 1999 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1554 |
|
|
2020
Q3 | $0 | Sell |
7
-1,302
| -99% | – | ﹤0.01% | 1769 |
|
|
2020
Q2 | $76K | Buy |
1,309
+554
| +73% | +$32.2K | 0.01% | 564 |
|
|
2020
Q1 | $26K | Sell |
755
-23
| -3% | -$792 | ﹤0.01% | 780 |
|
|
2019
Q4 | $35K | Hold |
778
| – | – | ﹤0.01% | 757 |
|
|
2019
Q3 | $30K | Buy |
778
+23
| +3% | +$887 | ﹤0.01% | 733 |
|
|
2019
Q2 | $29K | Buy |
+755
| New | +$29K | ﹤0.01% | 741 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1605 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$2K | – | 1589 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1461 |
|
|
2018
Q2 | $2K | Sell |
50
-582
| -92% | -$23.3K | ﹤0.01% | 1336 |
|
|
2018
Q1 | $18K | Buy |
632
+470
| +290% | +$13.4K | ﹤0.01% | 739 |
|
|
2017
Q4 | $4K | Sell |
162
-135
| -45% | -$3.33K | ﹤0.01% | 1068 |
|
|
2017
Q3 | $6K | Buy |
+297
| New | +$6K | ﹤0.01% | 822 |
|