INTERCONTINENTAL WEALTH ADVISORS, LLC – LPL Financial Holdings Inc. Transaction History
INTERCONTINENTAL WEALTH ADVISORS, LLC portfolio value:
$757,000
portfolio value
INTERCONTINENTAL WEALTH ADVISORS, LLC quarter portfolio value change:
+18.43%
quarter
LPL Financial Holdings Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.03% | 69 shares | 131K | $218.48 | 3.46K |
| Q2 2022 | share | Decrease | -1.51% | -52 shares | -4K | $184.48 | 3.39K |
| Q1 2022 | share | Increase | +0.88% | 30 shares | 83K | $182.68 | 3.44K |
| Q4 2021 | share | Increase | +77.37% | 1.49K shares | 245K | $161.87 | 3.41K |
| Q3 2021 | share | Decrease | -12.69% | -280 shares | 4K | $156.52 | 1.92K |
| Q2 2021 | share | Increase | +21.87% | 396 shares | 41K | $134.55 | 2.20K |
| Q1 2021 | share | Increase | 0.00% | 1.81K shares | 257K | $141.47 | 1.81K |