IWA
Intercontinental Wealth Advisors’s SPDR S&P Pharmaceuticals ETF XPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,950
| Closed | -$228K | – | 297 |
|
|
2021
Q4 | $228K | Hold |
4,950
| – | – | 0.05% | 274 |
|
|
2021
Q3 | $235K | Sell |
4,950
-1,300
| -21% | -$61.7K | 0.05% | 260 |
|
|
2021
Q2 | $324K | Hold |
6,250
| – | – | 0.06% | 228 |
|
|
2021
Q1 | $315K | Hold |
6,250
| – | – | 0.07% | 208 |
|
|
2020
Q4 | $325K | Hold |
6,250
| – | – | 0.08% | 193 |
|
|
2020
Q3 | $272K | Buy |
+6,250
| New | +$272K | 0.08% | 166 |
|