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

220

26.6M

8.79M

18.3M

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