IWA
FM
Intercontinental Wealth Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-357
| Closed | -$11K | – | 336 |
|
|
2019
Q4 | $11K | Sell |
357
-764
| -68% | -$23.5K | 0.01% | 277 |
|
|
2019
Q3 | $32K | Hold |
1,121
| – | – | 0.02% | 244 |
|
|
2019
Q2 | $33K | Hold |
1,121
| – | – | 0.02% | 238 |
|
|
2019
Q1 | $32K | Hold |
1,121
| – | – | 0.02% | 262 |
|
|
2018
Q4 | $29K | Buy |
+1,121
| New | +$29K | 0.02% | 270 |
|
|
2018
Q2 | – | Sell |
-6,844
| Closed | -$240K | – | 142 |
|
|
2018
Q1 | $240K | Hold |
6,844
| – | – | 0.14% | 112 |
|
|
2017
Q4 | $227K | Hold |
6,844
| – | – | 0.13% | 128 |
|
|
2017
Q3 | $214K | Buy |
+6,844
| New | +$214K | 0.13% | 124 |
|