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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

CHRW holding history

C. H. Robinson Worldwide, 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.

CHRW overviewAll 13F holders of CHRWFull Q2 2023 holdings

Shares (Q2 2023)
7,880
Value
$743.5K
% of portfolio
0.2%
Quarters held
10
Since Q1 2021
Holdings of CHRW by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20237,880$743.5K0.2%−13−0.2%ReducedHolders
Q1 20237,893$784.3K0.2%+26+0.3%AddedHolders
Q4 20227,867$720.3K0.2%+19+0.2%AddedHolders
Q3 20227,848$756.0K0.2%−1,513−16.2%ReducedHolders
Q2 20229,361$949.0K0.3%−4,141−30.7%ReducedHolders
Q1 202213,502$1.45M0.3%+110+0.8%AddedHolders
Q4 202113,392$1.44M0.3%−8−0.1%ReducedHolders
Q3 202113,400$1.17M0.3%+636+5.0%AddedHolders
Q2 202112,764$1.20M0.2%+1,822+16.7%AddedHolders
Q1 202110,942$1.04M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.