IWA
Intercontinental Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $748K | Buy |
3,151
+15
| +0.5% | +$3.56K | 0.18% | 127 |
|
|
2023
Q1 | $707K | Buy |
3,136
+516
| +20% | +$116K | 0.18% | 131 |
|
|
2022
Q4 | $544K | Buy |
2,620
+17
| +0.7% | +$3.53K | 0.16% | 148 |
|
|
2022
Q3 | $462K | Buy |
2,603
+162
| +7% | +$28.8K | 0.15% | 163 |
|
|
2022
Q2 | $481K | Sell |
2,441
-933
| -28% | -$184K | 0.13% | 167 |
|
|
2022
Q1 | $748K | Sell |
3,374
-8
| -0.2% | -$1.77K | 0.17% | 120 |
|
|
2021
Q4 | $733K | Buy |
3,382
+328
| +11% | +$71.1K | 0.15% | 126 |
|
|
2021
Q3 | $680K | Buy |
3,054
+1,718
| +129% | +$383K | 0.16% | 126 |
|
|
2021
Q2 | $312K | Buy |
+1,336
| New | +$312K | 0.06% | 232 |
|
|
2020
Q1 | – | Sell |
-72
| Closed | -$15K | – | 300 |
|
|
2019
Q4 | $15K | Sell |
72
-3
| -4% | -$625 | 0.01% | 248 |
|
|
2019
Q3 | $13K | Hold |
75
| – | – | 0.01% | 315 |
|
|
2019
Q2 | $13K | Hold |
75
| – | – | 0.01% | 309 |
|
|
2019
Q1 | $12K | Hold |
75
| – | – | 0.01% | 344 |
|
|
2018
Q4 | $10K | Buy |
+75
| New | +$10K | 0.01% | 362 |
|