IWA
Intercontinental Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-724
| Closed | -$249K | – | 309 |
|
|
2022
Q4 | $249K | Buy |
724
+2
| +0.3% | +$687 | 0.07% | 250 |
|
|
2022
Q3 | $212K | Buy |
722
+6
| +0.8% | +$1.76K | 0.07% | 254 |
|
|
2022
Q2 | $213K | Hold |
716
| – | – | 0.06% | 268 |
|
|
2022
Q1 | $236K | Buy |
+716
| New | +$236K | 0.05% | 266 |
|
|
2021
Q2 | – | Sell |
-673
| Closed | -$220K | – | 291 |
|
|
2021
Q1 | $220K | Buy |
+673
| New | +$220K | 0.05% | 257 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | -$2K | – | 218 |
|
|
2019
Q4 | $2K | Sell |
10
-18
| -64% | -$3.6K | ﹤0.01% | 328 |
|
|
2019
Q3 | $6K | Hold |
28
| – | – | ﹤0.01% | 379 |
|
|
2019
Q2 | $6K | Hold |
28
| – | – | ﹤0.01% | 355 |
|
|
2019
Q1 | $5K | Hold |
28
| – | – | ﹤0.01% | 389 |
|
|
2018
Q4 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 395 |
|