IWA
Intercontinental Wealth Advisors’s Bright Horizons BFAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $375K | Buy |
4,053
+145
| +4% | +$13.4K | 0.09% | 225 |
|
|
2023
Q1 | $301K | Sell |
3,908
-73
| -2% | -$5.62K | 0.08% | 263 |
|
|
2022
Q4 | $251K | Buy |
+3,981
| New | +$251K | 0.07% | 248 |
|
|
2022
Q3 | – | Sell |
-3,040
| Closed | -$257K | – | 267 |
|
|
2022
Q2 | $257K | Sell |
3,040
-47
| -2% | -$3.97K | 0.07% | 244 |
|
|
2022
Q1 | $410K | Buy |
3,087
+28
| +0.9% | +$3.72K | 0.09% | 201 |
|
|
2021
Q4 | $385K | Buy |
3,059
+1,343
| +78% | +$169K | 0.08% | 211 |
|
|
2021
Q3 | $239K | Sell |
1,716
-242
| -12% | -$33.7K | 0.06% | 259 |
|
|
2021
Q2 | $288K | Buy |
1,958
+305
| +18% | +$44.9K | 0.06% | 238 |
|
|
2021
Q1 | $283K | Buy |
+1,653
| New | +$283K | 0.06% | 220 |
|