IWA
Intercontinental Wealth Advisors’s iShares MSCI India ETF INDA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-18,712
| Closed | -$789K | – | 292 |
|
2021
Q1 | $789K | Hold |
18,712
| – | – | 0.17% | 105 |
|
2020
Q4 | $753K | Hold |
18,712
| – | – | 0.18% | 103 |
|
2020
Q3 | $634K | Sell |
18,712
-724
| -4% | -$24.5K | 0.19% | 100 |
|
2020
Q2 | $564K | Hold |
19,436
| – | – | 0.18% | 96 |
|
2020
Q1 | $469K | Buy |
19,436
+6,619
| +52% | +$160K | 0.25% | 92 |
|
2019
Q4 | $451K | Sell |
12,817
-14,003
| -52% | -$493K | 0.38% | 51 |
|
2019
Q3 | $900K | Hold |
26,820
| – | – | 0.55% | 38 |
|
2019
Q2 | $947K | Sell |
26,820
-266
| -1% | -$9.39K | 0.49% | 37 |
|
2019
Q1 | $955K | Sell |
27,086
-4,528
| -14% | -$160K | 0.47% | 38 |
|
2018
Q4 | $1.05M | Sell |
31,614
-500
| -2% | -$16.7K | 0.59% | 34 |
|
2018
Q3 | $1.04M | Sell |
32,114
-252
| -0.8% | -$8.18K | 0.52% | 37 |
|
2018
Q2 | $1.08M | Sell |
32,366
-2,000
| -6% | -$66.6K | 0.6% | 35 |
|
2018
Q1 | $1.17M | Buy |
34,366
+2,940
| +9% | +$100K | 0.68% | 35 |
|
2017
Q4 | $1.13M | Hold |
31,426
| – | – | 0.64% | 35 |
|
2017
Q3 | $1.03M | Buy |
31,426
+3,257
| +12% | +$107K | 0.63% | 35 |
|
2017
Q2 | $904K | Buy |
28,169
+13,195
| +88% | +$423K | 0.58% | 39 |
|
2017
Q1 | $471K | Buy |
14,974
+351
| +2% | +$11K | 0.28% | 69 |
|
2016
Q4 | $392K | Sell |
14,623
-166
| -1% | -$4.45K | 0.25% | 80 |
|
2016
Q3 | $435K | Hold |
14,789
| – | – | 0.31% | 67 |
|
2016
Q2 | $413K | Sell |
14,789
-365
| -2% | -$10.2K | 0.3% | 70 |
|
2016
Q1 | $411K | Buy |
+15,154
| New | +$411K | 0.31% | 70 |
|