Intercontinental Wealth Advisors’s Latham Group SWIM Stock Holding History

Intercontinental Wealth Advisors’s Portfolio SWIM Stock Details SWIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$193K	Buy
2023 Q1	$148K	Hold
2022 Q4	$167K	Sell
2022 Q3	$195K	Buy
2022 Q2	$369K	Buy
2022 Q1	$704K	Sell
2021 Q4	$1.33M	Sell
2021 Q3	$874K	Buy
2021 Q2	$875K	Buy