IWA
Intercontinental Wealth Advisors’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.61M | Sell |
3,815
-175
| -4% | -$74K | 0.39% | 48 |
|
|
2023
Q1 | $1.11M | Sell |
3,990
-3,302
| -45% | -$917K | 0.28% | 79 |
|
|
2022
Q4 | $1.07M | Sell |
7,292
-4,324
| -37% | -$632K | 0.32% | 72 |
|
|
2022
Q3 | $1.41M | Sell |
11,616
-3,284
| -22% | -$399K | 0.44% | 42 |
|
|
2022
Q2 | $2.26M | Buy |
14,900
+4,753
| +47% | +$721K | 0.61% | 22 |
|
|
2022
Q1 | $2.77M | Buy |
10,147
+1,235
| +14% | +$337K | 0.63% | 20 |
|
|
2021
Q4 | $2.62M | Buy |
8,912
+323
| +4% | +$95K | 0.55% | 25 |
|
|
2021
Q3 | $1.78M | Buy |
8,589
+6,258
| +268% | +$1.3M | 0.41% | 38 |
|
|
2021
Q2 | $1.87M | Buy |
2,331
+97
| +4% | +$77.6K | 0.37% | 40 |
|
|
2021
Q1 | $1.19M | Buy |
2,234
+1,533
| +219% | +$819K | 0.26% | 76 |
|
|
2020
Q4 | $366K | Buy |
701
+266
| +61% | +$139K | 0.09% | 177 |
|
|
2020
Q3 | $235K | Sell |
435
-568
| -57% | -$307K | 0.07% | 173 |
|
|
2020
Q2 | $381K | Buy |
+1,003
| New | +$381K | 0.12% | 125 |
|
|
2020
Q1 | – | Sell |
-110
| Closed | -$28K | – | 259 |
|
|
2019
Q4 | $28K | Sell |
110
-538
| -83% | -$137K | 0.02% | 214 |
|
|
2019
Q3 | $113K | Buy |
648
+475
| +275% | +$82.8K | 0.07% | 165 |
|
|
2019
Q2 | $28K | Sell |
173
-250
| -59% | -$40.5K | 0.01% | 249 |
|
|
2019
Q1 | $76K | Buy |
423
+80
| +23% | +$14.4K | 0.04% | 191 |
|
|
2018
Q4 | $46K | Buy |
+343
| New | +$46K | 0.03% | 224 |
|