IWA
Intercontinental Wealth Advisors’s Cal-Maine CALM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $274K | Hold |
6,091
| – | – | 0.07% | 268 |
|
|
2023
Q1 | $371K | Buy |
6,091
+1
| +0% | +$61 | 0.09% | 234 |
|
|
2022
Q4 | $332K | Hold |
6,090
| – | – | 0.1% | 220 |
|
|
2022
Q3 | $339K | Sell |
6,090
-3,162
| -34% | -$176K | 0.11% | 208 |
|
|
2022
Q2 | $457K | Buy |
9,252
+748
| +9% | +$36.9K | 0.12% | 176 |
|
|
2022
Q1 | $470K | Hold |
8,504
| – | – | 0.11% | 188 |
|
|
2021
Q4 | $315K | Hold |
8,504
| – | – | 0.07% | 238 |
|
|
2021
Q3 | $308K | Buy |
8,504
+1,447
| +21% | +$52.4K | 0.07% | 226 |
|
|
2021
Q2 | $256K | Buy |
+7,057
| New | +$256K | 0.05% | 253 |
|
|
2020
Q1 | – | Sell |
-707
| Closed | -$26K | – | 175 |
|
|
2019
Q4 | $26K | Sell |
707
-1,611
| -69% | -$59.2K | 0.02% | 220 |
|
|
2019
Q3 | $93K | Hold |
2,318
| – | – | 0.06% | 177 |
|
|
2019
Q2 | $97K | Hold |
2,318
| – | – | 0.05% | 171 |
|
|
2019
Q1 | $103K | Buy |
2,318
+502
| +28% | +$22.3K | 0.05% | 171 |
|
|
2018
Q4 | $77K | Buy |
+1,816
| New | +$77K | 0.04% | 182 |
|