IWA
Intercontinental Wealth Advisors’s Copart CPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,329
| Closed | -$507K | – | 305 |
|
|
2022
Q4 | $507K | Buy |
8,329
+4,166
| +100% | +$254K | 0.15% | 157 |
|
|
2022
Q3 | $443K | Buy |
4,163
+81
| +2% | +$8.62K | 0.14% | 171 |
|
|
2022
Q2 | $444K | Sell |
4,082
-56
| -1% | -$6.09K | 0.12% | 180 |
|
|
2022
Q1 | $519K | Buy |
4,138
+28
| +0.7% | +$3.51K | 0.12% | 175 |
|
|
2021
Q4 | $623K | Buy |
4,110
+1,759
| +75% | +$267K | 0.13% | 159 |
|
|
2021
Q3 | $326K | Sell |
2,351
-338
| -13% | -$46.9K | 0.08% | 220 |
|
|
2021
Q2 | $354K | Buy |
2,689
+411
| +18% | +$54.1K | 0.07% | 217 |
|
|
2021
Q1 | $247K | Buy |
2,278
+325
| +17% | +$35.2K | 0.05% | 240 |
|
|
2020
Q4 | $249K | Buy |
+1,953
| New | +$249K | 0.06% | 217 |
|