IWA
Intercontinental Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $429K | Buy |
8,843
+46
| +0.5% | +$2.23K | 0.1% | 204 |
|
|
2023
Q1 | $551K | Sell |
8,797
-20
| -0.2% | -$1.25K | 0.14% | 174 |
|
|
2022
Q4 | $643K | Sell |
8,817
-435
| -5% | -$31.7K | 0.19% | 122 |
|
|
2022
Q3 | $674K | Buy |
9,252
+186
| +2% | +$13.6K | 0.21% | 106 |
|
|
2022
Q2 | $602K | Buy |
9,066
+49
| +0.5% | +$3.25K | 0.16% | 138 |
|
|
2022
Q1 | $658K | Buy |
+9,017
| New | +$658K | 0.15% | 139 |
|