IWA
Intercontinental Wealth Advisors’s IAC Inc IAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $411K | Buy |
+6,547
| New | +$411K | 0.1% | 212 |
|
|
2022
Q3 | – | Sell |
-3,403
| Closed | -$259K | – | 272 |
|
|
2022
Q2 | $259K | Buy |
3,403
+56
| +2% | +$4.26K | 0.07% | 243 |
|
|
2022
Q1 | $336K | Buy |
3,347
+42
| +1% | +$4.22K | 0.08% | 227 |
|
|
2021
Q4 | $432K | Buy |
3,305
+38
| +1% | +$4.97K | 0.09% | 201 |
|
|
2021
Q3 | $426K | Sell |
3,267
-11
| -0.3% | -$1.43K | 0.1% | 187 |
|
|
2021
Q2 | $505K | Buy |
3,278
+40
| +1% | +$6.16K | 0.1% | 179 |
|
|
2021
Q1 | $700K | Buy |
3,238
+95
| +3% | +$20.5K | 0.15% | 114 |
|
|
2020
Q4 | $595K | Sell |
3,143
-948
| -23% | -$179K | 0.14% | 121 |
|
|
2020
Q3 | $490K | Buy |
+4,091
| New | +$490K | 0.14% | 114 |
|