Independent Advisor Alliance Closed Holding Positions

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PCTY
Paylocity Holding Corp

Technology
Q3 2019 Filed on Nov 12, 2019
6,107
$92.37 - $111.01 $564K - $678K
Travelcenters Amer LLC
Q3 2019 Filed on Nov 12, 2019
14,675
N/A
Cypress Semiconductor Corp
Q2 2019 Filed on Aug 12, 2019
17,534
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 12, 2019
68,474
N/A
WSR
Whitestone Reit

Real Estate
Q2 2019 Filed on Aug 12, 2019
10,097
$11.84 - $12.97 $120K - $131K
Owens Ill Inc
Q2 2019 Filed on Aug 12, 2019
28,220
N/A
Legacy Resvs Inc
Q2 2019 Filed on Aug 12, 2019
35,997
N/A
Level Brands Inc
Q2 2019 Filed on Aug 12, 2019
10,000
N/A
Ezcorp Inc
Q2 2019 Filed on Aug 12, 2019
17,000
N/A
Support Com Inc
Q2 2019 Filed on Aug 12, 2019
12,000
N/A
IRDM
Iridium Communications Inc.

Communication Services
Q2 2019 Filed on Aug 12, 2019
13,680
$21.17 - $28.12 $290K - $385K
TRHC
Tabula Rasa Health Care, Inc.

Healthcare
Q2 2019 Filed on Aug 12, 2019
10,415
$41.42 - $57.05 $431K - $594K
Transcanada Corp
Q2 2019 Filed on Aug 12, 2019
26,876
N/A
Spdr Series Trust
Q2 2019 Filed on Aug 12, 2019
8,770
N/A
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q2 2019 Filed on Aug 12, 2019
7,599
N/A
RJF
Raymond James Financial Inc

Financial Services
Q2 2019 Filed on Aug 12, 2019
66,007
$53.43 - $61.06 $3.53M - $4.03M
Goldcorp Inc New
Q2 2019 Filed on Aug 12, 2019
10,045
N/A
JBHT
Hunt J B Transport Services Inc

Industrials
Q2 2019 Filed on Aug 12, 2019
2,181
$84.84 - $106.68 $185K - $233K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q2 2019 Filed on Aug 12, 2019
11,564
$22.14 - $23.92 $256K - $277K
Carrizo Oil & Gas Inc
Q2 2019 Filed on Aug 12, 2019
22,599
N/A
OSK
Oshkosh Corp

Industrials
Q2 2019 Filed on Aug 12, 2019
3,569
$71.19 - $83.49 $254K - $298K
Obsidian Energy LTD
Q2 2019 Filed on Aug 12, 2019
11,975
N/A
MLM
Martin Marietta Materials Inc

Basic Materials
Q2 2019 Filed on Aug 12, 2019
1,701
$202.66 - $230.63 $345K - $392K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q2 2019 Filed on Aug 12, 2019
11,816
N/A
SA
Seabridge Gold Inc

Basic Materials
Q1 2019 Filed on May 07, 2019
34,882
$12.39 - $14.97 $432K - $522K
SNBR
Sleep Number Corp

Consumer Cyclical
Q1 2019 Filed on May 07, 2019
11,386
$31.33 - $47.89 $357K - $545K
Vereit Inc
Q1 2019 Filed on May 07, 2019
22,950
N/A
Vectren Corp
Q1 2019 Filed on May 07, 2019
14,120
N/A
HELE
Helen Of Troy LTD

Consumer Defensive
Q1 2019 Filed on May 07, 2019
3,837
$109.33 - $133.95 $419K - $514K
RGLD
Royal Gold Inc

Basic Materials
Q1 2019 Filed on May 07, 2019
5,319
$81.0 - $94.34 $431K - $502K
EHC
Encompass Health Corp

Healthcare
Q1 2019 Filed on May 07, 2019
7,155
$46.46 - $54.42 $332K - $389K
REVRQ
Revlon Inc Cl A Common
Q1 2019 Filed on May 07, 2019
19,320
N/A
CWST
Casella Waste Systems Inc

Industrials
Q1 2019 Filed on May 07, 2019
13,960
$27.38 - $36.74 $382K - $513K
MSEX
Middlesex Water CO

Utilities
Q1 2019 Filed on May 07, 2019
7,345
$51.85 - $59.92 $381K - $440K
CRI
Carters Inc

Consumer Cyclical
Q1 2019 Filed on May 07, 2019
2,869
$78.23 - $101.66 $224K - $292K
Fluidigm Corp Del
Q1 2019 Filed on May 07, 2019
17,000
N/A
MMSI
Merit Medical Systems Inc

Healthcare
Q1 2019 Filed on May 07, 2019
8,395
$50.86 - $61.83 $427K - $519K
Pdl Biopharma Inc
Q1 2019 Filed on May 07, 2019
21,000
N/A
Scana Corp New
Q1 2019 Filed on May 07, 2019
9,111
N/A
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q1 2019 Filed on May 07, 2019
7,025
$28.41 - $32.57 $200K - $229K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q1 2019 Filed on May 07, 2019
3,731
$104.5 - $123.24 $390K - $460K
Rite Aid Corp
Q1 2019 Filed on May 07, 2019
14,168
N/A
WCN
Waste Connections, Inc.

Industrials
Q1 2019 Filed on May 07, 2019
6,763
$73.3 - $88.73 $496K - $600K
TK
Teekay Corp

Energy
Q1 2019 Filed on May 07, 2019
26,865
$3.31 - $4.3 $88.9K - $116K
Us Ecology Inc
Q1 2019 Filed on May 07, 2019
6,553
N/A
SSRM
Ssr Mining Inc.

Basic Materials
Q1 2019 Filed on May 07, 2019
36,674
$11.63 - $14.61 $427K - $536K
Government Pptys Income Tr
Q1 2019 Filed on May 07, 2019
14,838
N/A
TOWN
Towne Bank (Va)

Financial Services
Q1 2019 Filed on May 07, 2019
9,034
N/A
PSL
Invesco Dwa Consumer Staples M
Q1 2019 Filed on May 07, 2019
3,303
N/A
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