Intercontinental Wealth Advisors’s Vontier VNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $588K | Hold |
18,254
| – | – | 0.14% | 167 |
|
2023
Q1 | $499K | Hold |
18,254
| – | – | 0.13% | 191 |
|
2022
Q4 | $353K | Buy |
18,254
+8,022
| +78% | +$155K | 0.1% | 214 |
|
2022
Q3 | $171K | Hold |
10,232
| – | – | 0.05% | 262 |
|
2022
Q2 | $235K | Buy |
10,232
+884
| +9% | +$20.3K | 0.06% | 260 |
|
2022
Q1 | $237K | Buy |
9,348
+502
| +6% | +$12.7K | 0.05% | 265 |
|
2021
Q4 | $272K | Hold |
8,846
| – | – | 0.06% | 255 |
|
2021
Q3 | $297K | Buy |
+8,846
| New | +$297K | 0.07% | 234 |
|