Intercontinental Wealth Advisors, LLC Spdr S&P Bank ETF Transaction History

Intercontinental Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 05, 2022	SELL	$42.82 - $51.88 $51,598 - $62,515	-1,205 Reduced 17.37%	5,732 $252,000
Q1 2022 May 09, 2022	BUY	$51.35 - $60.41 $28,601 - $33,648	557 Added 8.73%	6,937 $363,000
Q4 2021 Feb 08, 2022	SELL	$51.57 - $57.89 $19,287 - $21,650	-374 Reduced 5.54%	6,380 $348,000
Q3 2021 Nov 12, 2021	SELL	$47.2 - $53.65 $45,548 - $51,772	-965 Reduced 12.5%	6,754 $357,000
Q2 2021 Aug 06, 2021	SELL	$49.93 - $55.46 $1,547 - $1,719	-31 Reduced 0.4%	7,719 $396,000
Q1 2021 May 14, 2021	SELL	$41.41 - $55.06 $10,766 - $14,315	-260 Reduced 3.25%	7,750 $402,000
Q4 2020 Feb 19, 2021	BUY	$29.74 - $41.82 $14,156 - $19,906	476 Added 6.32%	8,010 $335,000
Q3 2020 Mar 10, 2021	BUY	$28.21 - $33.84 $212,534 - $254,950	7,534 New	7,534 $222,000

255

13.7M

1.72M

3.47M

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.