Intercontinental Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Intercontinental Wealth Advisors’s Portfolio SCHW Stock Details SCHW 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	$644K	Buy
2023 Q1	$562K	Buy
2020 Q1	–	Sell
2019 Q4	$1K	Sell
2019 Q3	$4K	Hold
2019 Q2	$4K	Hold
2019 Q1	$4K	Hold
2018 Q4	$4K	Buy