IWA
Intercontinental Wealth Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,766
| Closed | -$122K | – | 284 |
|
|
2019
Q4 | $122K | Sell |
1,766
-215
| -11% | -$14.9K | 0.1% | 140 |
|
|
2019
Q3 | $122K | Buy |
1,981
+2
| +0.1% | +$123 | 0.08% | 157 |
|
|
2019
Q2 | $109K | Sell |
1,979
-170
| -8% | -$9.36K | 0.06% | 163 |
|
|
2019
Q1 | $111K | Sell |
2,149
-66
| -3% | -$3.41K | 0.06% | 165 |
|
|
2018
Q4 | $97K | Buy |
+2,215
| New | +$97K | 0.05% | 166 |
|
|
2016
Q4 | – | Sell |
-4,780
| Closed | -$245K | – | 141 |
|
|
2016
Q3 | $245K | Buy |
4,780
+28
| +0.6% | +$1.44K | 0.17% | 106 |
|
|
2016
Q2 | $255K | Sell |
4,752
-548
| -10% | -$29.4K | 0.19% | 104 |
|
|
2016
Q1 | $274K | Sell |
5,300
-28
| -0.5% | -$1.45K | 0.21% | 98 |
|
|
2015
Q4 | $249K | Buy |
+5,328
| New | +$249K | 0.17% | 106 |
|