INDEPENDENT ADVISOR ALLIANCE – Transaction History
INDEPENDENT ADVISOR ALLIANCE portfolio value:
5.38M
portfolio value
INDEPENDENT ADVISOR ALLIANCE quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.93% | 1.80K shares | 161K | 19.98K | |
| Q2 2022 | share | Decrease | -0.56% | -102 shares | -613K | 18.18K | |
| Q1 2022 | share | Increase | +0.71% | 129 shares | -449K | 18.28K | |
| Q4 2021 | share | Increase | +6.28% | 1.07K shares | 1.27M | 18.15K | |
| Q3 2021 | share | Increase | +2.64% | 439 shares | 200K | 17.08K | |
| Q2 2021 | share | Increase | +5.32% | 840 shares | 384K | 16.64K | |
| Q1 2021 | share | Increase | +22.70% | 2.92K shares | 1.03M | 15.80K | |
| Q4 2020 | share | Increase | +7.21% | 866 shares | 533K | 12.87K | |
| Q3 2020 | share | Increase | +1.85% | 218 shares | 358K | 12.01K | |
| Q2 2020 | share | Increase | +1.11% | 129 shares | 484K | 11.79K | |
| Q1 2020 | share | Decrease | -7.90% | -1.00K shares | -679K | 11.66K | |
| Q4 2019 | share | Decrease | -0.04% | -5 shares | 242K | 12.66K | |
| Q3 2019 | share | Increase | +0.36% | 46 shares | -80K | 12.67K | |
| Q2 2019 | share | Increase | +0.46% | 58 shares | 324K | 12.62K | |
| Q1 2019 | share | Increase | +1.46% | 181 shares | 278K | 12.56K | |
| Q4 2018 | share | Increase | 0.00% | 12.38K shares | 1.93M | 12.38K |