Investment Research & Advisory Group, Inc. Closed Holding Positions

Investment Research & Advisory Group, Inc.

  • $236 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2022 Filed on Jul 19, 2022
160
$146.67 - $178.24 $23.5K - $28.5K
LBRDK
Liberty Broadband Corp

Communication Services
Q2 2022 Filed on Jul 19, 2022
14
$103.43 - $140.0 $1.45K - $1.96K
XLE
Energy Sector Spdr

ETFs
Q2 2022 Filed on Jul 19, 2022
56
$70.66 - $92.28 $3.96K - $5.17K
IYG
Ishares Tr

ETFs
Q2 2022 Filed on Jul 19, 2022
32
$48.28 - $60.23 $1.54K - $1.93K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2022 Filed on Jul 19, 2022
246
$44.4 - $54.03 $10.9K - $13.3K
EXP
Eagle Materials Inc

Basic Materials
Q2 2022 Filed on Jul 19, 2022
76
$105.58 - $136.18 $8.02K - $10.3K
DSGX
Descartes Systems Group Inc

Technology
Q2 2022 Filed on Jul 19, 2022
132
$56.8 - $74.84 $7.5K - $9.88K
Cree, Inc
Q2 2022 Filed on Jul 19, 2022
66
N/A
XLC
Select Sector Spdr Tr Communic

ETFs
Q2 2022 Filed on Jul 19, 2022
236
$53.08 - $71.2 $12.5K - $16.8K
CTLT
Catalent, Inc.

Healthcare
Q2 2022 Filed on Jul 19, 2022
81
$87.2 - $114.05 $7.06K - $9.24K
HR
Healthcare Realty Trust Inc

Real Estate
Q2 2022 Filed on Jul 19, 2022
500
$27.06 - $32.01 $13.5K - $16K
Ulta Beauty Inc.
Q2 2022 Filed on Jul 19, 2022
100
N/A
WAL
Western Alliance Bancorporation

Financial Services
Q2 2022 Filed on Jul 19, 2022
91
$69.04 - $83.18 $6.28K - $7.57K
MMP
Magellan Midstream Partners, L.P.

Energy
Q2 2022 Filed on Jul 19, 2022
500
$47.27 - $53.38 $23.6K - $26.7K
LAD
Lithia Motors Inc

Consumer Cyclical
Q2 2022 Filed on Jul 19, 2022
32
$254.52 - $311.12 $8.14K - $9.96K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q2 2022 Filed on Jul 19, 2022
33
$232.1 - $292.26 $7.66K - $9.64K
EMB
Ishares Tr

ETFs
Q2 2022 Filed on Jul 19, 2022
317
$84.66 - $98.11 $26.8K - $31.1K
ZBRA
Zebra Technologies Corp

Technology
Q2 2022 Filed on Jul 19, 2022
21
$288.46 - $431.24 $6.06K - $9.06K
WEN
Wendy'S CO

Consumer Cyclical
Q2 2022 Filed on Jul 19, 2022
478
$16.07 - $21.98 $7.68K - $10.5K
VCEL
Vericel Corp

Healthcare
Q2 2022 Filed on Jul 19, 2022
211
$22.88 - $39.45 $4.83K - $8.32K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q2 2022 Filed on Jul 19, 2022
245
$50.05 - $51.06 $12.3K - $12.5K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2022 Filed on Jul 19, 2022
12
$69.0 - $136.17 $828 - $1.63K
XLI
Industrial Sector Spdr

ETFs
Q2 2022 Filed on Jul 19, 2022
59
$85.56 - $102.18 $5.05K - $6.03K
PRCH
Porch Group, Inc.

Technology
Q2 2022 Filed on Jul 19, 2022
595
$2.37 - $7.32 $1.41K - $4.36K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q2 2022 Filed on Jul 19, 2022
221
$126.2 - $153.17 $27.9K - $33.9K
VTR
Ventas, Inc.

Real Estate
Q1 2022 Filed on Apr 25, 2022
383
$50.03 - $63.64 $19.2K - $24.4K
UL
Unilever PLC

Consumer Defensive
Q1 2022 Filed on Apr 25, 2022
20,461
$43.71 - $54.29 $894K - $1.11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on Apr 25, 2022
277
$49.51 - $57.27 $13.7K - $15.9K
Cerner Corp
Q1 2022 Filed on Apr 25, 2022
18,168
N/A
SNSE
Sensei Biotherapeutics, Inc.

Healthcare
Q1 2022 Filed on Apr 25, 2022
1,400
$2.22 - $6.07 $3.11K - $8.5K
COOK
Traeger, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 25, 2022
222
$7.21 - $11.8 $1.6K - $2.62K
ALOT
Astro Nova, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
1,000
$12.7 - $15.21 $12.7K - $15.2K
EIX
Edison International

Utilities
Q1 2022 Filed on Apr 25, 2022
967
$59.02 - $70.1 $57.1K - $67.8K
NVST
Envista Holdings Corp

Healthcare
Q1 2022 Filed on Apr 25, 2022
111
$41.4 - $50.9 $4.6K - $5.65K
IEFA
Ishares Tr

ETFs
Q4 2021 Filed on Jan 19, 2022
50
$72.36 - $77.76 $3.62K - $3.89K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 19, 2022
9,812
$111.96 - $177.7 $1.1M - $1.74M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q3 2021 Filed on Oct 07, 2021
533
$86.09 - $86.31 $45.9K - $46K
AJG
Arthur J. Gallagher & Co.

Financial Services
Q3 2021 Filed on Oct 07, 2021
30
$136.64 - $154.04 $4.1K - $4.62K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q3 2021 Filed on Oct 07, 2021
1,243
$129.96 - $131.96 $162K - $164K
Jpmorgan Betabuilders Canada ETF
Q3 2021 Filed on Oct 07, 2021
1,794
N/A
Jpmorgan Betabuilders Developed Asia Ex Japan ETF
Q3 2021 Filed on Oct 07, 2021
1,751
N/A
FIS
Fidelity National Information Services, Inc.

Technology
Q3 2021 Filed on Oct 07, 2021
41
$121.38 - $150.86 $4.98K - $6.19K
EOG
Eog Resources Inc

Energy
Q3 2021 Filed on Oct 07, 2021
69
$64.26 - $85.99 $4.43K - $5.93K
ETN
Eaton Corp PLC

Industrials
Q3 2021 Filed on Oct 07, 2021
57
$149.19 - $170.21 $8.5K - $9.7K
ADI
Analog Devices Inc

Technology
Q3 2021 Filed on Oct 07, 2021
59
$158.98 - $178.53 $9.38K - $10.5K
DOV
Dover Corp

Industrials
Q3 2021 Filed on Oct 07, 2021
57
$150.57 - $175.99 $8.58K - $10K
DE
Deere & CO

Industrials
Q3 2021 Filed on Oct 07, 2021
15
$334.95 - $389.34 $5.02K - $5.84K
CME
Cme Group Inc.

Financial Services
Q3 2021 Filed on Oct 07, 2021
51
$185.84 - $214.7 $9.48K - $10.9K
CMS
Cms Energy Corp

Utilities
Q3 2021 Filed on Oct 07, 2021
74
$58.86 - $65.61 $4.36K - $4.86K
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