IWA
Intercontinental Wealth Advisors’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,732
| Closed | -$252K | – | 275 |
|
|
2022
Q2 | $252K | Sell |
5,732
-1,205
| -17% | -$53K | 0.07% | 248 |
|
|
2022
Q1 | $363K | Buy |
6,937
+557
| +9% | +$29.1K | 0.08% | 215 |
|
|
2021
Q4 | $348K | Sell |
6,380
-374
| -6% | -$20.4K | 0.07% | 224 |
|
|
2021
Q3 | $357K | Sell |
6,754
-965
| -13% | -$51K | 0.08% | 208 |
|
|
2021
Q2 | $396K | Sell |
7,719
-31
| -0.4% | -$1.59K | 0.08% | 202 |
|
|
2021
Q1 | $402K | Sell |
7,750
-260
| -3% | -$13.5K | 0.09% | 183 |
|
|
2020
Q4 | $335K | Buy |
8,010
+476
| +6% | +$19.9K | 0.08% | 190 |
|
|
2020
Q3 | $222K | Buy |
+7,534
| New | +$222K | 0.07% | 180 |
|