IWA
Intercontinental Wealth Advisors’s New Oriental EDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-128,137
| Closed | -$1.05M | – | 287 |
|
|
2021
Q2 | $1.05M | Buy |
128,137
+47,492
| +59% | +$389K | 0.21% | 92 |
|
|
2021
Q1 | $1.13M | Buy |
80,645
+75,237
| +1,391% | +$1.05M | 0.25% | 83 |
|
|
2020
Q4 | $1.01M | Sell |
5,408
-1,552
| -22% | -$288K | 0.24% | 86 |
|
|
2020
Q3 | $1.04M | Sell |
6,960
-863
| -11% | -$129K | 0.3% | 67 |
|
|
2020
Q2 | $1.02M | Buy |
7,823
+1,314
| +20% | +$171K | 0.33% | 62 |
|
|
2020
Q1 | $705K | Buy |
+6,509
| New | +$705K | 0.37% | 70 |
|