Intercontinental Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $748K | Buy |
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|
2023
Q1 | $707K | Buy |
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|
2022
Q4 | $544K | Buy |
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|
2022
Q3 | $462K | Buy |
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|
2022
Q2 | $481K | Sell |
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|
2022
Q1 | $748K | Sell |
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|
2021
Q4 | $733K | Buy |
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|
2021
Q3 | $680K | Buy |
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|
2021
Q2 | $312K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $15K | Sell |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $10K | Buy |
|