Intercontinental Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 6,616 shares of XLP stock, worth $503,080. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,616
Previous 6,550 1.01%
Holding current value
$503,080
Previous $489,000 0.2%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Jul 21, 2023
BUY
$72.59 - $77.5 $4,790 - $5,115
66 Added 1.01%
6,616 $490,000
Q3 2022

Nov 10, 2022
BUY
N/A
100 Added 1.55%
6,550 $437,000
Q2 2022

Aug 05, 2022
SELL
N/A
-48 Reduced 0.74%
6,450 $466,000
Q1 2022

May 09, 2022
SELL
N/A
-369 Reduced 5.37%
6,498 $493,000
Q4 2021

Feb 08, 2022
BUY
N/A
270 Added 4.09%
6,867 $530,000
Q3 2021

Nov 12, 2021
BUY
N/A
597 Added 9.95%
6,597 $454,000
Q3 2020

Mar 10, 2021
SELL
N/A
-1,147 Reduced 16.05%
6,000 $385,000
Q3 2020

Jan 19, 2021
BUY
N/A
1,147 Added 19.12%
7,147 $439,000
Q2 2020

Mar 10, 2021
SELL
N/A
-1,147 Reduced 16.05%
6,000 $352,000
Q2 2020

Jan 19, 2021
BUY
N/A
497 Added 7.47%
7,147 $415,000
Q1 2020

Mar 10, 2021
SELL
N/A
-497 Reduced 6.95%
6,650 $362,000
Q1 2020

Jan 19, 2021
BUY
N/A
7,147 New
7,147 $401,000
Q4 2019

Feb 07, 2020
SELL
N/A
-7,147 Closed
0 $0
Q4 2018

Jan 31, 2019
BUY
N/A
497 Added 7.47%
7,147 $363,000
Q1 2016

Mar 09, 2018
BUY
N/A
6,650
6,650 $353,000

Others Institutions Holding XLP

# of Institutions
1,314
Shares Held
172M
Call Options Held
13.4M
Put Options Held
18.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Intercontinental Wealth Advisors, LLC Portfolio

Follow Intercontinental Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email