IWA
Intercontinental Wealth Advisors’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $329K | Sell |
7,327
-5,250
| -42% | -$236K | 0.08% | 248 |
|
|
2023
Q1 | $571K | Hold |
12,577
| – | – | 0.15% | 162 |
|
|
2022
Q4 | $559K | Hold |
12,577
| – | – | 0.17% | 143 |
|
|
2022
Q3 | $512K | Sell |
12,577
-1,210
| -9% | -$49.3K | 0.16% | 147 |
|
|
2022
Q2 | $634K | Hold |
13,787
| – | – | 0.17% | 123 |
|
|
2022
Q1 | $684K | Sell |
13,787
-1,325
| -9% | -$65.7K | 0.16% | 135 |
|
|
2021
Q4 | $723K | Hold |
15,112
| – | – | 0.15% | 131 |
|
|
2021
Q3 | $683K | Buy |
+15,112
| New | +$683K | 0.16% | 124 |
|