IWA
Intercontinental Wealth Advisors’s SPDR S&P Global Dividend ETF WDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.08M | Buy |
88,400
+522
| +0.6% | +$30K | 1.21% | 12 |
|
|
2023
Q1 | $5.18M | Buy |
87,878
+417
| +0.5% | +$24.6K | 1.32% | 12 |
|
|
2022
Q4 | $5.13M | Sell |
87,461
-3,327
| -4% | -$195K | 1.53% | 9 |
|
|
2022
Q3 | $4.84M | Sell |
90,788
-699
| -0.8% | -$37.3K | 1.52% | 10 |
|
|
2022
Q2 | $5.64M | Buy |
91,487
+160
| +0.2% | +$9.87K | 1.53% | 9 |
|
|
2022
Q1 | $6.16M | Buy |
91,327
+1,185
| +1% | +$79.9K | 1.4% | 9 |
|
|
2021
Q4 | $5.97M | Buy |
90,142
+5,026
| +6% | +$333K | 1.26% | 8 |
|
|
2021
Q3 | $5.61M | Buy |
85,116
+50,924
| +149% | +$3.36M | 1.31% | 9 |
|
|
2021
Q2 | $2.33M | Buy |
34,192
+3,577
| +12% | +$244K | 0.46% | 27 |
|
|
2021
Q1 | $2.02M | Buy |
30,615
+4,360
| +17% | +$288K | 0.44% | 31 |
|
|
2020
Q4 | $1.58M | Sell |
26,255
-4,410
| -14% | -$266K | 0.38% | 43 |
|
|
2020
Q3 | $1.63M | Buy |
30,665
+2,879
| +10% | +$153K | 0.48% | 31 |
|
|
2020
Q2 | $1.46M | Buy |
27,786
+225
| +0.8% | +$11.9K | 0.48% | 31 |
|
|
2020
Q1 | $1.32M | Buy |
27,561
+7,752
| +39% | +$372K | 0.7% | 23 |
|
|
2019
Q4 | $1.41M | Sell |
19,809
-6,715
| -25% | -$479K | 1.18% | 17 |
|
|
2019
Q3 | $1.79M | Buy |
26,524
+52
| +0.2% | +$3.51K | 1.1% | 18 |
|
|
2019
Q2 | $1.79M | Buy |
26,472
+4,360
| +20% | +$294K | 0.92% | 19 |
|
|
2019
Q1 | $1.47M | Buy |
22,112
+3,178
| +17% | +$211K | 0.73% | 29 |
|
|
2018
Q4 | $1.17M | Sell |
18,934
-562
| -3% | -$34.8K | 0.66% | 32 |
|
|
2018
Q3 | $1.32M | Buy |
19,496
+4,016
| +26% | +$273K | 0.66% | 33 |
|
|
2018
Q2 | $1.04M | Sell |
15,480
-1,278
| -8% | -$86.1K | 0.58% | 37 |
|
|
2018
Q1 | $1.15M | Buy |
16,758
+2,063
| +14% | +$142K | 0.67% | 36 |
|
|
2017
Q4 | $1.04M | Buy |
14,695
+8,391
| +133% | +$594K | 0.58% | 36 |
|
|
2017
Q3 | $428K | Buy |
+6,304
| New | +$428K | 0.26% | 65 |
|