INTERCONTINENTAL WEALTH ADVISORS, LLC – Brookfield Asset Management Ltd. Transaction History
INTERCONTINENTAL WEALTH ADVISORS, LLC portfolio value:
$305,000
portfolio value
INTERCONTINENTAL WEALTH ADVISORS, LLC quarter portfolio value change:
-8.05%
quarter
Brookfield Asset Management Ltd. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.30% | 22 shares | -26K | $40.89 | 7.46K |
| Q2 2022 | share | Increase | +9.36% | 637 shares | -54K | $44.47 | 7.44K |
| Q1 2022 | share | Increase | +5.16% | 334 shares | -6K | $56.57 | 6.80K |
| Q4 2021 | share | 0.00% | 0 shares | 45K | $60.53 | 6.47K | |
| Q3 2021 | share | Decrease | -7.57% | -530 shares | -11K | $53.39 | 6.47K |
| Q2 2021 | share | Increase | +20.67% | 1.2K shares | 99K | $50.75 | 7.00K |
| Q1 2021 | share | 0.00% | 0 shares | 18K | $44.04 | 5.80K | |
| Q4 2020 | share | Increase | 0.00% | 5.80K shares | 240K | $40.72 | 5.80K |