IWA
Intercontinental Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.9M | Buy |
68,305
+5,942
| +10% | +$775K | 2.13% | 7 |
|
|
2023
Q1 | $6.44M | Sell |
62,363
-19,442
| -24% | -$2.01M | 1.65% | 8 |
|
|
2022
Q4 | $6.87M | Buy |
81,805
+10,564
| +15% | +$887K | 2.04% | 8 |
|
|
2022
Q3 | $8.05M | Buy |
71,241
+8,443
| +13% | +$954K | 2.53% | 7 |
|
|
2022
Q2 | $6.67M | Buy |
62,798
+60,392
| +2,510% | +$6.41M | 1.81% | 7 |
|
|
2022
Q1 | $7.84M | Sell |
2,406
-296
| -11% | -$965K | 1.79% | 7 |
|
|
2021
Q4 | $9.01M | Sell |
2,702
-73
| -3% | -$243K | 1.9% | 6 |
|
|
2021
Q3 | $9.12M | Buy |
2,775
+580
| +26% | +$1.91M | 2.13% | 6 |
|
|
2021
Q2 | $7.55M | Buy |
2,195
+75
| +4% | +$258K | 1.5% | 7 |
|
|
2021
Q1 | $6.56M | Buy |
2,120
+257
| +14% | +$795K | 1.43% | 9 |
|
|
2020
Q4 | $6.07M | Sell |
1,863
-62
| -3% | -$202K | 1.46% | 10 |
|
|
2020
Q3 | $6.06M | Sell |
1,925
-120
| -6% | -$378K | 1.77% | 7 |
|
|
2020
Q2 | $5.64M | Buy |
2,045
+240
| +13% | +$662K | 1.83% | 8 |
|
|
2020
Q1 | $3.52M | Buy |
1,805
+1,580
| +702% | +$3.08M | 1.86% | 8 |
|
|
2019
Q4 | $459K | Sell |
225
-97
| -30% | -$198K | 0.38% | 49 |
|
|
2019
Q3 | $559K | Buy |
322
+10
| +3% | +$17.4K | 0.34% | 54 |
|
|
2019
Q2 | $591K | Buy |
312
+76
| +32% | +$144K | 0.31% | 48 |
|
|
2019
Q1 | $420K | Sell |
236
-51
| -18% | -$90.8K | 0.21% | 66 |
|
|
2018
Q4 | $431K | Buy |
287
+54
| +23% | +$81.1K | 0.24% | 59 |
|
|
2018
Q3 | $467K | Buy |
233
+79
| +51% | +$158K | 0.23% | 66 |
|
|
2018
Q2 | $262K | Sell |
154
-19
| -11% | -$32.3K | 0.15% | 107 |
|
|
2018
Q1 | $250K | Sell |
173
-49
| -22% | -$70.8K | 0.14% | 108 |
|
|
2017
Q4 | $260K | Buy |
+222
| New | +$260K | 0.15% | 112 |
|