INTERCONTINENTAL WEALTH ADVISORS, LLC – SPDR Portfolio S&P 500 ETF Transaction History
INTERCONTINENTAL WEALTH ADVISORS, LLC portfolio value:
$2.15M
portfolio value
INTERCONTINENTAL WEALTH ADVISORS, LLC quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +18.90% | 8.15K shares | 241K | $41.99 | 51.32K |
| Q2 2022 | share | Increase | +34.43% | 11.05K shares | 208K | $44.34 | 43.17K |
| Q1 2022 | share | Increase | +64.78% | 12.62K shares | 618K | $53.13 | 32.11K |
| Q4 2021 | share | Increase | +3.62% | 681 shares | 139K | $56 | 19.48K |
| Q3 2021 | share | Decrease | -1.13% | -214 shares | -8K | $50.46 | 18.80K |
| Q2 2021 | share | Increase | +13.31% | 2.23K shares | 175K | $50.18 | 19.02K |
| Q1 2021 | share | Increase | +3.83% | 620 shares | 71K | $46.31 | 16.78K |
| Q4 2020 | share | Increase | +68.47% | 6.57K shares | 333K | $43.52 | 16.16K |
| Q3 2020 | share | Increase | +72.14% | 4.02K shares | 176K | $38.79 | 9.59K |
| Q2 2020 | share | Increase | 0.00% | 5.57K shares | 202K | $35.6 | 5.57K |