IWA
Intercontinental Wealth Advisors’s Coupang CPNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-21,008
| Closed | -$350K | – | 266 |
|
|
2022
Q3 | $350K | Sell |
21,008
-920
| -4% | -$15.3K | 0.11% | 203 |
|
|
2022
Q2 | $280K | Buy |
21,928
+71
| +0.3% | +$907 | 0.08% | 238 |
|
|
2022
Q1 | $386K | Buy |
21,857
+10,817
| +98% | +$191K | 0.09% | 208 |
|
|
2021
Q4 | $324K | Hold |
11,040
| – | – | 0.07% | 233 |
|
|
2021
Q3 | $307K | Sell |
11,040
-30
| -0.3% | -$834 | 0.07% | 227 |
|
|
2021
Q2 | $463K | Buy |
+11,070
| New | +$463K | 0.09% | 186 |
|