Intercontinental Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$564K Buy
2023
Q1
$541K Sell
2022
Q4
$485K Hold
2022
Q3
$428K Buy
2022
Q2
$362K Sell
2022
Q1
$440K Buy
2021
Q4
$525K Buy
2021
Q3
$234K Sell
2021
Q2
$282K Buy
2021
Q1
$265K Buy