Intercontinental Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.3M | Sell |
|
|||||
|
2023
Q1 | $2.14M | Sell |
|
|||||
|
2022
Q4 | $2.06M | Sell |
|
|||||
|
2022
Q3 | $2.15M | Buy |
|
|||||
|
2022
Q2 | $1.91M | Buy |
|
|||||
|
2022
Q1 | $1.71M | Buy |
|
|||||
|
2021
Q4 | $1.09M | Buy |
|
|||||
|
2021
Q3 | $949K | Sell |
|
|||||
|
2021
Q2 | $957K | Buy |
|
|||||
|
2021
Q1 | $782K | Buy |
|
|||||
|
2020
Q4 | $711K | Buy |
|
|||||
|
2020
Q3 | $378K | Buy |
|
|||||
|
2020
Q2 | $202K | Buy |
|