Intercontinental Wealth Advisors, LLC ETF Ser Solutions U S Global J Transaction History

Intercontinental Wealth Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$15.01 - $19.25 $104,664 - $134,230	-6,973 Reduced 34.5%	13,240 $199,000
Q2 2022 Aug 05, 2022	SELL	$16.05 - $22.8 $3,547 - $5,038	-221 Reduced 1.08%	20,213 $334,000
Q1 2022 May 09, 2022	SELL	$16.91 - $23.43 $77,363 - $107,192	-4,575 Reduced 18.29%	20,434 $445,000
Q4 2021 Feb 08, 2022	BUY	$19.38 - $24.89 $78,082 - $100,281	4,029 Added 19.2%	25,009 $527,000
Q3 2021 Nov 12, 2021	SELL	$21.57 - $24.62 $103,104 - $117,683	-4,780 Reduced 18.56%	20,980 $496,000
Q2 2021 Aug 06, 2021	BUY	$24.07 - $27.84 $11,240 - $13,001	467 Added 1.85%	25,760 $623,000
Q1 2021 May 14, 2021	BUY	$21.38 - $28.71 $20,268 - $27,217	948 Added 3.89%	25,293 $681,000
Q4 2020 Feb 19, 2021	BUY	$16.51 - $23.59 $109,725 - $156,779	6,646 Added 37.55%	24,345 $545,000
Q3 2020 Mar 10, 2021	BUY	$15.44 - $18.89 $273,272 - $334,334	17,699 New	17,699 $299,000
Q3 2020 Jan 19, 2021	SELL	$15.44 - $18.89 $191,162 - $233,877	-12,381 Closed	0 $0
Q2 2020 Mar 10, 2021	BUY	$12.0 - $21.94 $148,572 - $271,639	12,381 New	12,381 $206,000

208

21.4M

3.58M

34.8M

Get notified when there are updates to the investment portfolio of Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.