IWA
Intercontinental Wealth Advisors’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,392
| Closed | -$296K | – | 286 |
|
|
2022
Q1 | $296K | Hold |
3,392
| – | – | 0.07% | 246 |
|
|
2021
Q4 | $333K | Sell |
3,392
-964
| -22% | -$94.6K | 0.07% | 229 |
|
|
2021
Q3 | $424K | Buy |
4,356
+234
| +6% | +$22.8K | 0.1% | 188 |
|
|
2021
Q2 | $378K | Buy |
4,122
+21
| +0.5% | +$1.93K | 0.07% | 206 |
|
|
2021
Q1 | $318K | Sell |
4,101
-1,154
| -22% | -$89.5K | 0.07% | 205 |
|
|
2020
Q4 | $360K | Buy |
5,255
+61
| +1% | +$4.18K | 0.09% | 180 |
|
|
2020
Q3 | $251K | Sell |
5,194
-4
| -0.1% | -$193 | 0.07% | 170 |
|
|
2020
Q2 | $251K | Buy |
+5,198
| New | +$251K | 0.08% | 158 |
|
|
2020
Q1 | – | Sell |
-2,492
| Closed | -$137K | – | 255 |
|
|
2019
Q4 | $137K | Sell |
2,492
-706
| -22% | -$38.8K | 0.11% | 134 |
|
|
2019
Q3 | $136K | Sell |
3,198
-36
| -1% | -$1.53K | 0.08% | 147 |
|
|
2019
Q2 | $142K | Sell |
3,234
-3
| -0.1% | -$132 | 0.07% | 145 |
|
|
2019
Q1 | $137K | Hold |
3,237
| – | – | 0.07% | 150 |
|
|
2018
Q4 | $128K | Buy |
+3,237
| New | +$128K | 0.07% | 149 |
|