IWA
Intercontinental Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $309K | Sell |
5,810
-441
| -7% | -$23.5K | 0.07% | 257 |
|
|
2023
Q1 | $343K | Sell |
6,251
-2
| -0% | -$110 | 0.09% | 247 |
|
|
2022
Q4 | $315K | Buy |
6,253
+607
| +11% | +$30.6K | 0.09% | 229 |
|
|
2022
Q3 | $248K | Buy |
5,646
+36
| +0.6% | +$1.58K | 0.08% | 242 |
|
|
2022
Q2 | $290K | Buy |
5,610
+10
| +0.2% | +$517 | 0.08% | 234 |
|
|
2022
Q1 | $357K | Buy |
+5,600
| New | +$357K | 0.08% | 217 |
|
|
2020
Q1 | – | Sell |
-128
| Closed | -$6K | – | 198 |
|
|
2019
Q4 | $6K | Hold |
128
| – | – | 0.01% | 303 |
|
|
2019
Q3 | $6K | Hold |
128
| – | – | ﹤0.01% | 378 |
|
|
2019
Q2 | $6K | Buy |
+128
| New | +$6K | ﹤0.01% | 354 |
|