YHB Investment Advisors’s IAC Inc IAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,392
| Closed | -$226K | – | 275 |
|
|
2023
Q2 | $226K | Sell |
4,392
-4,593
| -51% | -$237K | 0.02% | 262 |
|
|
2023
Q1 | $380K | Buy |
+8,985
| New | +$380K | 0.04% | 208 |
|
|
2022
Q4 | – | Sell |
-9,478
| Closed | -$431K | – | 286 |
|
|
2022
Q3 | $431K | Hold |
9,478
| – | – | 0.05% | 196 |
|
|
2022
Q2 | $591K | Hold |
9,478
| – | – | 0.06% | 177 |
|
|
2022
Q1 | $780K | Buy |
9,478
+5,594
| +144% | +$460K | 0.07% | 172 |
|
|
2021
Q4 | $416K | Buy |
+3,884
| New | +$416K | 0.03% | 224 |
|