IWA
Intercontinental Wealth Advisors’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $688K | Buy |
43,118
+3,303
| +8% | +$52.7K | 0.16% | 143 |
|
|
2023
Q1 | $766K | Buy |
39,815
+3,070
| +8% | +$59.1K | 0.2% | 123 |
|
|
2022
Q4 | $676K | Sell |
36,745
-4,841
| -12% | -$89.1K | 0.2% | 115 |
|
|
2022
Q3 | $638K | Sell |
41,586
-2,515
| -6% | -$38.6K | 0.2% | 113 |
|
|
2022
Q2 | $924K | Buy |
44,101
+8,921
| +25% | +$187K | 0.25% | 91 |
|
|
2022
Q1 | $831K | Sell |
35,180
-449
| -1% | -$10.6K | 0.19% | 106 |
|
|
2021
Q4 | $876K | Sell |
35,629
-527
| -1% | -$13K | 0.18% | 110 |
|
|
2021
Q3 | $977K | Sell |
36,156
-6,780
| -16% | -$183K | 0.23% | 89 |
|
|
2021
Q2 | $1.24M | Sell |
42,936
-2,547
| -6% | -$73.3K | 0.24% | 78 |
|
|
2021
Q1 | $1.38M | Buy |
45,483
+1,577
| +4% | +$47.7K | 0.3% | 62 |
|
|
2020
Q4 | $1.26M | Sell |
43,906
-2,552
| -5% | -$73.4K | 0.3% | 64 |
|
|
2020
Q3 | $1.33M | Buy |
46,458
+3,063
| +7% | +$87.4K | 0.39% | 44 |
|
|
2020
Q2 | $1.31M | Buy |
43,395
+1,522
| +4% | +$46K | 0.43% | 42 |
|
|
2020
Q1 | $1.22M | Buy |
41,873
+14,128
| +51% | +$412K | 0.65% | 32 |
|
|
2019
Q4 | $1.05M | Sell |
27,745
-22,608
| -45% | -$855K | 0.87% | 23 |
|
|
2019
Q3 | $1.91M | Buy |
50,353
+1,072
| +2% | +$40.6K | 1.17% | 16 |
|
|
2019
Q2 | $1.65M | Sell |
49,281
-1,474
| -3% | -$49.4K | 0.85% | 21 |
|
|
2019
Q1 | $1.59M | Sell |
50,755
-1,481
| -3% | -$46.5K | 0.79% | 26 |
|
|
2018
Q4 | $1.49M | Sell |
52,236
-3,364
| -6% | -$96K | 0.83% | 25 |
|
|
2018
Q3 | $1.87M | Sell |
55,600
-413
| -0.7% | -$13.9K | 0.94% | 25 |
|
|
2018
Q2 | $1.8M | Sell |
56,013
-1,262
| -2% | -$40.5K | 1% | 23 |
|
|
2018
Q1 | $2.04M | Sell |
57,275
-9,241
| -14% | -$329K | 1.18% | 20 |
|
|
2017
Q4 | $2.59M | Sell |
66,516
-5,857
| -8% | -$228K | 1.45% | 13 |
|
|
2017
Q3 | $2.84M | Sell |
72,373
-2,316
| -3% | -$90.7K | 1.73% | 13 |
|
|
2017
Q2 | $2.82M | Sell |
74,689
-11,868
| -14% | -$448K | 1.81% | 12 |
|
|
2017
Q1 | $3.6M | Sell |
86,557
-324
| -0.4% | -$13.5K | 2.16% | 13 |
|
|
2016
Q4 | $3.7M | Sell |
86,881
-2,882
| -3% | -$123K | 2.38% | 8 |
|
|
2016
Q3 | $3.65M | Sell |
89,763
-1,552
| -2% | -$63K | 2.6% | 9 |
|
|
2016
Q2 | $3.95M | Sell |
91,315
-3,505
| -4% | -$151K | 2.91% | 7 |
|
|
2016
Q1 | $3.71M | Sell |
94,820
-10,329
| -10% | -$405K | 2.8% | 7 |
|
|
2015
Q4 | $3.62M | Buy |
+105,149
| New | +$3.62M | 2.48% | 10 |
|