IWA

Intercontinental Wealth Advisors’s Simon Property Group SPG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,500	Closed	-$326K	–	296
2021 Q2	$326K	Sell	2,500 -1,112	-31%	-$145K	0.06%	227
2021 Q1	$411K	Buy	3,612 +112	+3%	+$12.7K	0.09%	180
2020 Q4	$298K	Buy	+3,500	New	+$298K	0.07%	201