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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

CALM holding history

Cal-Maine Foods Inc in every 13F filed by Intercontinental Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CALM overviewAll 13F holders of CALMFull Q2 2023 holdings

Shares (Q2 2023)
6,091
Value
$274.1K
% of portfolio
0.1%
Quarters held
9
Since Q2 2021
Holdings of CALM by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20236,091$274.1K0.1%00.0%UnchangedHolders
Q1 20236,091$370.9K0.1%+10.0%AddedHolders
Q4 20226,090$331.6K0.1%00.0%UnchangedHolders
Q3 20226,090$339.0K0.1%−3,162−34.2%ReducedHolders
Q2 20229,252$457.0K0.1%+748+8.8%AddedHolders
Q1 20228,504$470.0K0.1%00.0%UnchangedHolders
Q4 20218,504$315.0K0.1%00.0%UnchangedHolders
Q3 20218,504$308.0K0.1%+1,447+20.5%AddedHolders
Q2 20217,057$256.0K0.1%+7,057NewHolders