IWA
Intercontinental Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,240
| Closed | -$235K | – | 310 |
|
|
2023
Q1 | $235K | Buy |
+2,240
| New | +$235K | 0.06% | 289 |
|
|
2022
Q2 | – | Sell |
-1,460
| Closed | -$217K | – | 285 |
|
|
2022
Q1 | $217K | Sell |
1,460
-3,291
| -69% | -$489K | 0.05% | 271 |
|
|
2021
Q4 | $844K | Buy |
4,751
+484
| +11% | +$86K | 0.18% | 113 |
|
|
2021
Q3 | $749K | Buy |
4,267
+386
| +10% | +$67.8K | 0.17% | 112 |
|
|
2021
Q2 | $771K | Buy |
3,881
+415
| +12% | +$82.4K | 0.15% | 111 |
|
|
2021
Q1 | $668K | Buy |
3,466
+247
| +8% | +$47.6K | 0.15% | 119 |
|
|
2020
Q4 | $563K | Buy |
+3,219
| New | +$563K | 0.14% | 128 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$35K | – | 434 |
|
|
2019
Q2 | $35K | Hold |
200
| – | – | 0.02% | 233 |
|
|
2019
Q1 | $42K | Hold |
200
| – | – | 0.02% | 240 |
|
|
2018
Q4 | $38K | Buy |
+200
| New | +$38K | 0.02% | 239 |
|