IWA
Intercontinental Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $950K | Buy |
28,742
+1,781
| +7% | +$58.8K | 0.23% | 103 |
|
|
2023
Q1 | $972K | Buy |
26,961
+1,113
| +4% | +$40.1K | 0.25% | 95 |
|
|
2022
Q4 | $1.13M | Buy |
25,848
+7
| +0% | +$305 | 0.34% | 65 |
|
|
2022
Q3 | $1.04M | Buy |
25,841
+614
| +2% | +$24.8K | 0.33% | 68 |
|
|
2022
Q2 | $1.16M | Buy |
25,227
+194
| +0.8% | +$8.93K | 0.31% | 65 |
|
|
2022
Q1 | $1.33M | Sell |
25,033
-40
| -0.2% | -$2.13K | 0.3% | 63 |
|
|
2021
Q4 | $1.41M | Buy |
25,073
+390
| +2% | +$21.9K | 0.3% | 62 |
|
|
2021
Q3 | $1.47M | Sell |
24,683
-657
| -3% | -$39K | 0.34% | 49 |
|
|
2021
Q2 | $1.44M | Buy |
25,340
+144
| +0.6% | +$8.21K | 0.29% | 59 |
|
|
2021
Q1 | $1.39M | Buy |
25,196
+677
| +3% | +$37.5K | 0.3% | 60 |
|
|
2020
Q4 | $1.14M | Sell |
24,519
-7,915
| -24% | -$369K | 0.27% | 72 |
|
|
2020
Q3 | $1.16M | Buy |
32,434
+12,756
| +65% | +$457K | 0.34% | 57 |
|
|
2020
Q2 | $725K | Buy |
19,678
+3,421
| +21% | +$126K | 0.24% | 92 |
|
|
2020
Q1 | $560K | Buy |
+16,257
| New | +$560K | 0.3% | 81 |
|