Intercontinental Wealth Advisors’s ENI E Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $627K | Buy |
21,779
+652
| +3% | +$18.8K | 0.15% | 157 |
|
2023
Q1 | $592K | Sell |
21,127
-255
| -1% | -$7.14K | 0.15% | 158 |
|
2022
Q4 | $613K | Buy |
+21,382
| New | +$613K | 0.18% | 130 |
|
2019
Q3 | – | Sell |
-9,826
| Closed | -$325K | – | 425 |
|
2019
Q2 | $325K | Sell |
9,826
-208
| -2% | -$6.88K | 0.17% | 94 |
|
2019
Q1 | $354K | Buy |
10,034
+665
| +7% | +$23.5K | 0.18% | 82 |
|
2018
Q4 | $295K | Buy |
+9,369
| New | +$295K | 0.16% | 86 |
|