IWA
Intercontinental Wealth Advisors’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-653
| Closed | -$151K | – | 161 |
|
|
2019
Q4 | $151K | Sell |
653
-252
| -28% | -$58.3K | 0.13% | 132 |
|
|
2019
Q3 | $175K | Buy |
905
+69
| +8% | +$13.3K | 0.11% | 135 |
|
|
2019
Q2 | $154K | Sell |
836
-1
| -0.1% | -$184 | 0.08% | 137 |
|
|
2019
Q1 | $159K | Hold |
837
| – | – | 0.08% | 141 |
|
|
2018
Q4 | $163K | Buy |
+837
| New | +$163K | 0.09% | 133 |
|
|
2017
Q2 | – | Sell |
-1,235
| Closed | -$203K | – | 127 |
|
|
2017
Q1 | $203K | Buy |
+1,235
| New | +$203K | 0.12% | 134 |
|
|
2016
Q4 | – | Sell |
-1,293
| Closed | -$216K | – | 139 |
|
|
2016
Q3 | $216K | Buy |
+1,293
| New | +$216K | 0.15% | 112 |
|
|
2016
Q2 | – | Sell |
-1,423
| Closed | -$213K | – | 123 |
|
|
2016
Q1 | $213K | Buy |
+1,423
| New | +$213K | 0.16% | 115 |
|