IWA
CHN
Intercontinental Wealth Advisors’s China Fund CHN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-637
| Closed | -$13K | – | 180 |
|
2019
Q4 | $13K | Sell |
637
-3,496
| -85% | -$71.3K | 0.01% | 252 |
|
2019
Q3 | $80K | Hold |
4,133
| – | – | 0.05% | 184 |
|
2019
Q2 | $84K | Hold |
4,133
| – | – | 0.04% | 175 |
|
2019
Q1 | $84K | Hold |
4,133
| – | – | 0.04% | 184 |
|
2018
Q4 | $70K | Buy |
+4,133
| New | +$70K | 0.04% | 193 |
|