IWA
Intercontinental Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,255
| Closed | -$231K | – | 275 |
|
|
2020
Q4 | $231K | Buy |
+3,255
| New | +$231K | 0.06% | 227 |
|
|
2020
Q1 | – | Sell |
-128
| Closed | -$7K | – | 195 |
|
|
2019
Q4 | $7K | Hold |
128
| – | – | 0.01% | 299 |
|
|
2019
Q3 | $9K | Hold |
128
| – | – | 0.01% | 347 |
|
|
2019
Q2 | $10K | Sell |
128
-256
| -67% | -$20K | 0.01% | 324 |
|
|
2019
Q1 | $20K | Hold |
384
| – | – | 0.01% | 308 |
|
|
2018
Q4 | $21K | Buy |
+384
| New | +$21K | 0.01% | 305 |
|
|
2018
Q1 | – | Sell |
-3,102
| Closed | -$221K | – | 141 |
|
|
2017
Q4 | $221K | Buy |
+3,102
| New | +$221K | 0.12% | 133 |
|