INTERCONTINENTAL WEALTH ADVISORS, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
INTERCONTINENTAL WEALTH ADVISORS, LLC portfolio value:
$274,000
portfolio value
INTERCONTINENTAL WEALTH ADVISORS, LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.04% | 2 shares | -18K | $58.51 | 4.68K |
| Q2 2022 | share | 0.00% | 0 shares | -42K | $62.42 | 4.68K | |
| Q1 2022 | share | Increase | +21.72% | 835 shares | 52K | $71.39 | 4.68K |
| Q4 2021 | share | Increase | +3.92% | 145 shares | 32K | $73.15 | 3.84K |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $67.48 | 3.7K | |
| Q2 2021 | share | Increase | 0.00% | 3.7K shares | 253K | $68.01 | 3.7K |