IWA
Intercontinental Wealth Advisors’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1M | Buy |
5,303
+27
| +0.5% | +$5.09K | 0.24% | 96 |
|
|
2023
Q1 | $939K | Sell |
5,276
-14
| -0.3% | -$2.49K | 0.24% | 100 |
|
|
2022
Q4 | $853K | Buy |
5,290
+866
| +20% | +$140K | 0.25% | 95 |
|
|
2022
Q3 | $777K | Sell |
4,424
-1
| -0% | -$176 | 0.24% | 96 |
|
|
2022
Q2 | $891K | Sell |
4,425
-14
| -0.3% | -$2.82K | 0.24% | 95 |
|
|
2022
Q1 | $813K | Sell |
4,439
-60
| -1% | -$11K | 0.19% | 109 |
|
|
2021
Q4 | $1.1M | Sell |
4,499
-49
| -1% | -$12K | 0.23% | 89 |
|
|
2021
Q3 | $1.05M | Sell |
4,548
-402
| -8% | -$93.1K | 0.25% | 83 |
|
|
2021
Q2 | $1.27M | Buy |
4,950
+8
| +0.2% | +$2.05K | 0.25% | 74 |
|
|
2021
Q1 | $1.51M | Buy |
4,942
+61
| +1% | +$18.7K | 0.33% | 52 |
|
|
2020
Q4 | $1.3M | Buy |
4,881
+22
| +0.5% | +$5.85K | 0.31% | 60 |
|
|
2020
Q3 | $920K | Buy |
4,859
+83
| +2% | +$15.7K | 0.27% | 76 |
|
|
2020
Q2 | $947K | Buy |
4,776
+867
| +22% | +$172K | 0.31% | 69 |
|
|
2020
Q1 | $785K | Buy |
+3,909
| New | +$785K | 0.41% | 63 |
|
|
2019
Q2 | – | Sell |
-616
| Closed | -$104K | – | 435 |
|
|
2019
Q1 | $104K | Hold |
616
| – | – | 0.05% | 170 |
|
|
2018
Q4 | $113K | Buy |
+616
| New | +$113K | 0.06% | 156 |
|