IWA
Intercontinental Wealth Advisors’s CGI GIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $811K | Sell |
7,688
-96
| -1% | -$10.1K | 0.19% | 117 |
|
|
2023
Q1 | $749K | Sell |
7,784
-104
| -1% | -$10K | 0.19% | 125 |
|
|
2022
Q4 | $680K | Buy |
7,888
+23
| +0.3% | +$1.98K | 0.2% | 113 |
|
|
2022
Q3 | $595K | Sell |
7,865
-98
| -1% | -$7.41K | 0.19% | 122 |
|
|
2022
Q2 | $633K | Hold |
7,963
| – | – | 0.17% | 124 |
|
|
2022
Q1 | $635K | Sell |
7,963
-5
| -0.1% | -$399 | 0.14% | 147 |
|
|
2021
Q4 | $706K | Buy |
7,968
+556
| +8% | +$49.3K | 0.15% | 136 |
|
|
2021
Q3 | $630K | Sell |
7,412
-181
| -2% | -$15.4K | 0.15% | 138 |
|
|
2021
Q2 | $689K | Buy |
7,593
+116
| +2% | +$10.5K | 0.14% | 127 |
|
|
2021
Q1 | $623K | Buy |
7,477
+503
| +7% | +$41.9K | 0.14% | 129 |
|
|
2020
Q4 | $553K | Buy |
6,974
+1,313
| +23% | +$104K | 0.13% | 132 |
|
|
2020
Q3 | $383K | Buy |
5,661
+325
| +6% | +$22K | 0.11% | 138 |
|
|
2020
Q2 | $335K | Buy |
5,336
+489
| +10% | +$30.7K | 0.11% | 136 |
|
|
2020
Q1 | $259K | Buy |
4,847
+2,170
| +81% | +$116K | 0.14% | 125 |
|
|
2019
Q4 | $203K | Sell |
2,677
-2,261
| -46% | -$171K | 0.17% | 104 |
|
|
2019
Q3 | $391K | Sell |
4,938
-203
| -4% | -$16.1K | 0.24% | 75 |
|
|
2019
Q2 | $396K | Sell |
5,141
-108
| -2% | -$8.32K | 0.2% | 73 |
|
|
2019
Q1 | $361K | Sell |
5,249
-623
| -11% | -$42.8K | 0.18% | 79 |
|
|
2018
Q4 | $359K | Sell |
5,872
-485
| -8% | -$29.7K | 0.2% | 73 |
|
|
2018
Q3 | $410K | Buy |
6,357
+304
| +5% | +$19.6K | 0.21% | 75 |
|
|
2018
Q2 | $383K | Hold |
6,053
| – | – | 0.21% | 68 |
|
|
2018
Q1 | $349K | Buy |
6,053
+220
| +4% | +$12.7K | 0.2% | 78 |
|
|
2017
Q4 | $317K | Buy |
5,833
+612
| +12% | +$33.3K | 0.18% | 89 |
|
|
2017
Q3 | $271K | Buy |
5,221
+963
| +23% | +$50K | 0.17% | 98 |
|
|
2017
Q2 | $217K | Buy |
+4,258
| New | +$217K | 0.14% | 106 |
|