INTERCONTINENTAL WEALTH ADVISORS, LLC – Schwab U.S. Dividend Equity ETF Transaction History
INTERCONTINENTAL WEALTH ADVISORS, LLC portfolio value:
$219,000
portfolio value
INTERCONTINENTAL WEALTH ADVISORS, LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -17K | $66.43 | 3.3K | |
| Q2 2022 | share | 0.00% | 0 shares | -24K | $71.63 | 3.3K | |
| Q1 2022 | share | 0.00% | 0 shares | -7K | $78.89 | 3.3K | |
| Q4 2021 | share | 0.00% | 0 shares | 22K | $80.71 | 3.3K | |
| Q3 2021 | share | 0.00% | 0 shares | -5K | $74.24 | 3.3K | |
| Q2 2021 | share | 0.00% | 0 shares | 9K | $75.03 | 3.3K | |
| Q1 2021 | share | 0.00% | 0 shares | 29K | $71.83 | 3.3K | |
| Q4 2020 | share | Increase | 0.00% | 3.3K shares | 212K | $62.74 | 3.3K |
| Q1 2020 | share | Decrease | -100.00% | -3.3K shares | -194K | $42.78 | 0 |
| Q4 2019 | share | Decrease | -10.81% | -400 shares | -9K | $54.52 | 3.3K |
| Q3 2019 | share | Decrease | -2.63% | -100 shares | 1K | $51.15 | 3.7K |
| Q2 2019 | share | 0.00% | 0 shares | 3K | $49.11 | 3.8K | |
| Q1 2019 | share | Decrease | -9.52% | -400 shares | 2K | $48 | 3.8K |
| Q4 2018 | share | Increase | 0.00% | 4.2K shares | 197K | $42.83 | 4.2K |