IWA
Intercontinental Wealth Advisors’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,495
| Closed | -$332K | – | 282 |
|
|
2021
Q4 | $332K | Buy |
5,495
+620
| +13% | +$37.5K | 0.07% | 230 |
|
|
2021
Q3 | $342K | Buy |
+4,875
| New | +$342K | 0.08% | 214 |
|
|
2020
Q1 | – | Sell |
-3,955
| Closed | -$312K | – | 173 |
|
|
2019
Q4 | $312K | Sell |
3,955
-1,163
| -23% | -$91.7K | 0.26% | 66 |
|
|
2019
Q3 | $354K | Buy |
5,118
+1,804
| +54% | +$125K | 0.22% | 87 |
|
|
2019
Q2 | $232K | Sell |
3,314
-5,524
| -63% | -$387K | 0.12% | 115 |
|
|
2019
Q1 | $550K | Buy |
8,838
+8
| +0.1% | +$498 | 0.27% | 53 |
|
|
2018
Q4 | $460K | Sell |
8,830
-204
| -2% | -$10.6K | 0.26% | 57 |
|
|
2018
Q3 | $648K | Buy |
9,034
+8
| +0.1% | +$574 | 0.32% | 51 |
|
|
2018
Q2 | $604K | Buy |
9,026
+3,436
| +61% | +$230K | 0.34% | 52 |
|
|
2018
Q1 | $377K | Sell |
5,590
-30
| -0.5% | -$2.02K | 0.22% | 71 |
|
|
2017
Q4 | $418K | Buy |
5,620
+50
| +0.9% | +$3.72K | 0.23% | 64 |
|
|
2017
Q3 | $405K | Sell |
5,570
-52
| -0.9% | -$3.78K | 0.25% | 69 |
|
|
2017
Q2 | $376K | Sell |
5,622
-2,597
| -32% | -$174K | 0.24% | 69 |
|
|
2017
Q1 | $492K | Buy |
8,219
+3
| +0% | +$180 | 0.3% | 66 |
|
|
2016
Q4 | $488K | Buy |
+8,216
| New | +$488K | 0.31% | 62 |
|