INTERCONTINENTAL WEALTH ADVISORS, LLC – Financial Select Sector SPDR Fund Transaction History
INTERCONTINENTAL WEALTH ADVISORS, LLC portfolio value:
$298,000
portfolio value
INTERCONTINENTAL WEALTH ADVISORS, LLC quarter portfolio value change:
-3.47%
quarter
Financial Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.00% | 193 shares | -5K | $30.36 | 9.82K |
| Q2 2022 | share | 0.00% | 0 shares | -66K | $31.45 | 9.63K | |
| Q1 2022 | share | Decrease | -21.67% | -2.66K shares | -111K | $38.32 | 9.63K |
| Q4 2021 | share | Increase | +76.47% | 5.33K shares | 218K | $39.12 | 12.3K |
| Q3 2021 | share | 0.00% | 0 shares | 6K | $37.53 | 6.97K | |
| Q2 2021 | share | 0.00% | 0 shares | 19K | $36.53 | 6.97K | |
| Q1 2021 | share | Decrease | -9.28% | -713 shares | 11K | $33.77 | 6.97K |
| Q4 2020 | share | Increase | 0.00% | 7.68K shares | 226K | $29.11 | 7.68K |
| Q4 2019 | share | Decrease | -100.00% | -7.13K shares | -200K | $29.6 | 0 |
| Q3 2019 | share | 0.00% | 0 shares | 3K | $26.79 | 7.13K | |
| Q2 2019 | share | 0.00% | 0 shares | 14K | $26.27 | 7.13K | |
| Q1 2019 | share | 0.00% | 0 shares | 13K | $24.35 | 7.13K | |
| Q4 2018 | share | Increase | 0.00% | 7.13K shares | 170K | $22.45 | 7.13K |
| Q4 2017 | share | Decrease | -100.00% | -8.55K shares | -221K | $25.81 | 0 |
| Q3 2017 | share | Decrease | -7.37% | -680 shares | -7K | $23.81 | 8.55K |
| Q2 2017 | share | 0.00% | 0 shares | 9K | $22.62 | 9.23K | |
| Q1 2017 | share | Increase | 0.00% | 9.23K shares | 219K | $21.67 | 9.23K |