IWA
Intercontinental Wealth Advisors’s Cooper Companies COO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $727K | Buy |
1,897
+65
| +4% | +$24.9K | 0.17% | 133 |
|
|
2023
Q1 | $684K | Sell |
1,832
-24
| -1% | -$8.96K | 0.17% | 137 |
|
|
2022
Q4 | $614K | Buy |
1,856
+305
| +20% | +$101K | 0.18% | 129 |
|
|
2022
Q3 | $409K | Buy |
1,551
+29
| +2% | +$7.65K | 0.13% | 184 |
|
|
2022
Q2 | $477K | Sell |
1,522
-27
| -2% | -$8.46K | 0.13% | 169 |
|
|
2022
Q1 | $647K | Buy |
1,549
+9
| +0.6% | +$3.76K | 0.15% | 143 |
|
|
2021
Q4 | $645K | Buy |
1,540
+668
| +77% | +$280K | 0.14% | 151 |
|
|
2021
Q3 | $360K | Sell |
872
-137
| -14% | -$56.6K | 0.08% | 206 |
|
|
2021
Q2 | $400K | Buy |
1,009
+156
| +18% | +$61.8K | 0.08% | 199 |
|
|
2021
Q1 | $328K | Buy |
853
+114
| +15% | +$43.8K | 0.07% | 200 |
|
|
2020
Q4 | $268K | Buy |
+739
| New | +$268K | 0.06% | 209 |
|