IWA
Intercontinental Wealth Advisors’s Dolby DLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $491K | Buy |
5,865
+204
| +4% | +$17.1K | 0.12% | 189 |
|
|
2023
Q1 | $484K | Sell |
5,661
-34
| -0.6% | -$2.9K | 0.12% | 198 |
|
|
2022
Q4 | $402K | Buy |
5,695
+1,562
| +38% | +$110K | 0.12% | 193 |
|
|
2022
Q3 | $269K | Buy |
4,133
+80
| +2% | +$5.21K | 0.08% | 238 |
|
|
2022
Q2 | $290K | Buy |
+4,053
| New | +$290K | 0.08% | 233 |
|