IWA
Intercontinental Wealth Advisors’s Latham Group SWIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $193K | Buy |
52,031
+282
| +0.5% | +$1.05K | 0.05% | 301 |
|
|
2023
Q1 | $148K | Hold |
51,749
| – | – | 0.04% | 301 |
|
|
2022
Q4 | $167K | Sell |
51,749
-2,521
| -5% | -$8.12K | 0.05% | 261 |
|
|
2022
Q3 | $195K | Buy |
54,270
+986
| +2% | +$3.54K | 0.06% | 260 |
|
|
2022
Q2 | $369K | Buy |
53,284
+140
| +0.3% | +$970 | 0.1% | 199 |
|
|
2022
Q1 | $704K | Sell |
53,144
-36
| -0.1% | -$477 | 0.16% | 130 |
|
|
2021
Q4 | $1.33M | Sell |
53,180
-118
| -0.2% | -$2.95K | 0.28% | 69 |
|
|
2021
Q3 | $874K | Buy |
53,298
+25,912
| +95% | +$425K | 0.2% | 101 |
|
|
2021
Q2 | $875K | Buy |
+27,386
| New | +$875K | 0.17% | 101 |
|