Intercontinental Wealth Advisors, LLC First Trust Nasdaq 100 Technol Transaction History

Intercontinental Wealth Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 14, 2021	SELL	$131.92 - $155.38 $3.04 Million - $3.58 Million	-23,070 Closed	0 $0
Q4 2020 Feb 19, 2021	BUY	$115.55 - $138.66 $1.41 Million - $1.7 Million	12,235 Added 112.92%	23,070 $3.19 Million
Q3 2020 Mar 10, 2021	SELL	$108.91 - $126.83 $456,877 - $532,051	-4,195 Reduced 27.91%	10,835 $1.27 Million
Q3 2020 Jan 19, 2021	SELL	$108.91 - $126.83 $5.01 Million - $5.83 Million	-46,004 Reduced 75.37%	15,030 $1.32 Million
Q2 2020 Mar 10, 2021	BUY	$80.3 - $109.08 $4.18 Million - $5.68 Million	52,044 Added 578.91%	61,034 $6.66 Million
Q2 2020 Jan 19, 2021	SELL	$80.3 - $109.08 $3.59 Million - $4.87 Million	-44,654 Reduced 83.24%	8,990 $769,000
Q1 2020 Mar 10, 2021	BUY	$74.0 - $109.31 $2.79 Million - $4.12 Million	37,719 Added 236.85%	53,644 $4.53 Million
Q1 2020 Jan 19, 2021	BUY	$74.0 - $109.31 $597,920 - $883,224	8,080 Added 103.0%	15,925 $1.31 Million
Q4 2019 Feb 07, 2020	SELL	$85.23 - $100.7 $612,377 - $723,529	-7,185 Reduced 47.8%	7,845 $829,000
Q3 2019 Oct 09, 2019	BUY	$86.74 - $90.41 $523,909 - $546,076	6,040 Added 67.19%	15,030 $1.32 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-6,935 Reduced 43.55%	8,990 $769,000
Q1 2019 May 08, 2019	BUY	N/A	14,535 Added 1045.68%	15,925 $1.31 Million
Q4 2018 Jan 31, 2019	BUY	N/A	1,390 New	1,390 $95,000

365

14.6M

46.7K

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.