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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

DGX holding history

Quest Diagnostics 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.

DGX overviewAll 13F holders of DGXFull Q2 2023 holdings

Shares (Q2 2023)
2,564
Value
$360.4K
% of portfolio
0.1%
Quarters held
10
Since Q1 2021
Holdings of DGX by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20232,564$360.4K0.1%−60−2.3%ReducedHolders
Q1 20232,624$371.2K0.1%−804−23.5%ReducedHolders
Q4 20223,428$536.3K0.2%−3−0.1%ReducedHolders
Q3 20223,431$421.0K0.1%−12−0.3%ReducedHolders
Q2 20223,443$458.0K0.1%−13−0.4%ReducedHolders
Q1 20223,456$473.0K0.1%−8−0.2%ReducedHolders
Q4 20213,464$599.0K0.1%−439−11.2%ReducedHolders
Q3 20213,903$567.0K0.1%−62−1.6%ReducedHolders
Q2 20213,965$523.0K0.1%+202+5.4%AddedHolders
Q1 20213,763$483.0K0.1%––Holders

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