IWA
Intercontinental Wealth Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-567
| Closed | -$285K | – | 287 |
|
|
2022
Q1 | $285K | Sell |
567
-757
| -57% | -$381K | 0.06% | 250 |
|
|
2021
Q4 | $811K | Buy |
1,324
+565
| +74% | +$346K | 0.17% | 119 |
|
|
2021
Q3 | $462K | Sell |
759
-116
| -13% | -$70.6K | 0.11% | 177 |
|
|
2021
Q2 | $466K | Buy |
875
+181
| +26% | +$96.4K | 0.09% | 184 |
|
|
2021
Q1 | $291K | Sell |
694
-99
| -12% | -$41.5K | 0.06% | 216 |
|
|
2020
Q4 | $354K | Buy |
+793
| New | +$354K | 0.09% | 182 |
|
|
2019
Q3 | – | Sell |
-356
| Closed | -$85K | – | 435 |
|
|
2019
Q2 | $85K | Buy |
+356
| New | +$85K | 0.04% | 174 |
|