IWA
Intercontinental Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $272K | Sell |
1,286
-1,457
| -53% | -$308K | 0.06% | 271 |
|
|
2023
Q1 | $548K | Buy |
+2,743
| New | +$548K | 0.14% | 176 |
|
|
2021
Q2 | – | Sell |
-999
| Closed | -$212K | – | 289 |
|
|
2021
Q1 | $212K | Buy |
+999
| New | +$212K | 0.05% | 263 |
|
|
2020
Q3 | – | Sell |
-2,109
| Closed | -$395K | – | 206 |
|
|
2020
Q2 | $395K | Buy |
+2,109
| New | +$395K | 0.13% | 118 |
|
|
2020
Q1 | – | Sell |
-59
| Closed | -$11K | – | 189 |
|
|
2019
Q4 | $11K | Sell |
59
-32
| -35% | -$5.97K | 0.01% | 269 |
|
|
2019
Q3 | $14K | Buy |
+91
| New | +$14K | 0.01% | 304 |
|
|
2019
Q1 | – | Sell |
-265
| Closed | -$36K | – | 432 |
|
|
2018
Q4 | $36K | Buy |
+265
| New | +$36K | 0.02% | 247 |
|