Intercontinental Wealth Advisors, LLC Financial Sector Spdr Transaction History

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 11,796 shares of XLF stock, worth $492,483. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,796
Previous 11,944 1.24%
Holding current value
$492,483
Previous $383,000 3.66%
% of portfolio
0.1%
Previous 0.1%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023
SELL
$31.55 - $33.71 $4,669 - $4,989
-148 Reduced 1.24%
11,796 $397,000
Q1 2023

May 03, 2023
BUY
$30.98 - $37.0 $60,565 - $72,335
1,955 Added 19.57%
11,944 $383,000
Q4 2022

Feb 13, 2023
BUY
$33.4 - $36.31 $5,377 - $5,845
161 Added 1.64%
9,989 $341,000
Q3 2022

Nov 10, 2022
BUY
N/A
193 Added 2.0%
9,828 $298,000
Q1 2022

May 09, 2022
SELL
N/A
-2,665 Reduced 21.67%
9,635 $369,000
Q4 2021

Feb 08, 2022
BUY
N/A
5,330 Added 76.47%
12,300 $480,000
Q1 2021

May 14, 2021
SELL
N/A
-713 Reduced 9.28%
6,970 $237,000
Q4 2020

Feb 19, 2021
BUY
N/A
548 Added 7.68%
7,683 $226,000
Q1 2020

Jan 19, 2021
BUY
N/A
7,135 New
7,135 $183,000
Q4 2019

Feb 07, 2020
SELL
N/A
-7,135 Closed
0 $0
Q4 2018

Jan 31, 2019
BUY
N/A
7,135 New
7,135 $170,000
Q4 2017

Feb 20, 2018
SELL
N/A
-8,550 Closed
0 $0
Q3 2017

Nov 13, 2017
SELL
N/A
-680 Reduced 7.37%
8,550 $221,000
Q1 2017

Mar 09, 2018
BUY
N/A
9,230
9,230 $219,000

Others Institutions Holding XLF

# of Institutions
1,730
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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