Intercontinental Wealth Advisors’s LPL Financial LPLA Stock Holding History

Intercontinental Wealth Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$560K	Buy
2023 Q1	$504K	Sell
2022 Q4	$539K	Sell
2022 Q3	$757K	Buy
2022 Q2	$626K	Sell
2022 Q1	$630K	Buy
2021 Q4	$547K	Buy
2021 Q3	$302K	Sell
2021 Q2	$298K	Buy
2021 Q1	$257K	Buy