IWA
Intercontinental Wealth Advisors’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $606K | Buy |
6,005
+373
| +7% | +$37.6K | 0.14% | 160 |
|
|
2023
Q1 | $524K | Sell |
5,632
-61
| -1% | -$5.67K | 0.13% | 181 |
|
|
2022
Q4 | $424K | Buy |
5,693
+51
| +0.9% | +$3.8K | 0.13% | 187 |
|
|
2022
Q3 | $387K | Sell |
5,642
-34
| -0.6% | -$2.33K | 0.12% | 192 |
|
|
2022
Q2 | $464K | Hold |
5,676
| – | – | 0.13% | 174 |
|
|
2022
Q1 | $592K | Sell |
5,676
-5,613
| -50% | -$585K | 0.13% | 162 |
|
|
2021
Q4 | $1.36M | Buy |
11,289
+616
| +6% | +$74.1K | 0.29% | 65 |
|
|
2021
Q3 | $1.19M | Sell |
10,673
-347
| -3% | -$38.8K | 0.28% | 70 |
|
|
2021
Q2 | $1.32M | Sell |
11,020
-270
| -2% | -$32.4K | 0.26% | 68 |
|
|
2021
Q1 | $1.34M | Buy |
11,290
+4,321
| +62% | +$511K | 0.29% | 64 |
|
|
2020
Q4 | $760K | Buy |
6,969
+961
| +16% | +$105K | 0.18% | 102 |
|
|
2020
Q3 | $487K | Sell |
6,008
-2,638
| -31% | -$214K | 0.14% | 115 |
|
|
2020
Q2 | $491K | Sell |
8,646
-5,048
| -37% | -$287K | 0.16% | 104 |
|
|
2020
Q1 | $654K | Buy |
13,694
+7,092
| +107% | +$339K | 0.35% | 76 |
|
|
2019
Q4 | $382K | Sell |
6,602
-7,098
| -52% | -$411K | 0.32% | 57 |
|
|
2019
Q3 | $637K | Sell |
13,700
-294
| -2% | -$13.7K | 0.39% | 49 |
|
|
2019
Q2 | $548K | Sell |
13,994
-329
| -2% | -$12.9K | 0.28% | 52 |
|
|
2019
Q1 | $587K | Buy |
14,323
+563
| +4% | +$23.1K | 0.29% | 48 |
|
|
2018
Q4 | $508K | Sell |
13,760
-979
| -7% | -$36.1K | 0.28% | 53 |
|
|
2018
Q3 | $651K | Buy |
14,739
+490
| +3% | +$21.6K | 0.33% | 50 |
|
|
2018
Q2 | $521K | Sell |
14,249
-235
| -2% | -$8.59K | 0.29% | 55 |
|
|
2018
Q1 | $634K | Sell |
14,484
-3,156
| -18% | -$138K | 0.37% | 52 |
|
|
2017
Q4 | $699K | Sell |
17,640
-833
| -5% | -$33K | 0.39% | 47 |
|
|
2017
Q3 | $694K | Buy |
18,473
+149
| +0.8% | +$5.6K | 0.42% | 43 |
|
|
2017
Q2 | $641K | Sell |
18,324
-2,116
| -10% | -$74K | 0.41% | 47 |
|
|
2017
Q1 | $671K | Sell |
20,440
-7,657
| -27% | -$251K | 0.4% | 54 |
|
|
2016
Q4 | $808K | Sell |
28,097
-430
| -2% | -$12.4K | 0.52% | 45 |
|
|
2016
Q3 | $873K | Sell |
28,527
-1,657
| -5% | -$50.7K | 0.62% | 40 |
|
|
2016
Q2 | $792K | Sell |
30,184
-1,107
| -4% | -$29K | 0.58% | 41 |
|
|
2016
Q1 | $820K | Sell |
31,291
-9,385
| -23% | -$246K | 0.62% | 38 |
|
|
2015
Q4 | $925K | Buy |
+40,676
| New | +$925K | 0.64% | 37 |
|