Venturi Wealth Management’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-79
| Closed | -$2.81K | – | 1158 |
|
|
2024
Q4 | $2.81K | Sell |
79
-338
| -81% | -$12K | ﹤0.01% | 1808 |
|
|
2024
Q3 | $18.4K | Buy |
417
+27
| +7% | +$1.19K | ﹤0.01% | 1036 |
|
|
2024
Q2 | $15K | Buy |
+390
| New | +$15K | ﹤0.01% | 1003 |
|
|
2023
Q4 | – | Sell |
-72
| Closed | -$2.97K | – | 1379 |
|
|
2023
Q3 | $2.97K | Hold |
72
| – | – | ﹤0.01% | 1085 |
|
|
2023
Q2 | $3.71K | Hold |
72
| – | – | ﹤0.01% | 802 |
|
|
2023
Q1 | $3.05K | Buy |
+72
| New | +$3.05K | ﹤0.01% | 928 |
|