Intercontinental Wealth Advisors’s Salesforce CRM Stock Holding History

Intercontinental Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$272K	Sell
2023 Q1	$548K	Buy
2021 Q2	–	Sell
2021 Q1	$212K	Buy
2020 Q3	–	Sell
2020 Q2	$395K	Buy
2020 Q1	–	Sell
2019 Q4	$11K	Sell
2019 Q3	$14K	Buy
2019 Q1	–	Sell
2018 Q4	$36K	Buy