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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

EXPO holding history

Exponent 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.

EXPO overviewAll 13F holders of EXPOFull Q2 2023 holdings

Shares (Q2 2023)
4,905
Value
$457.7K
% of portfolio
0.1%
Quarters held
8
Since Q3 2021
Holdings of EXPO by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20234,905$457.7K0.1%+170+3.6%AddedHolders
Q1 20234,735$472.0K0.1%−136−2.8%ReducedHolders
Q4 20224,871$482.7K0.1%−89−1.8%ReducedHolders
Q3 20224,960$435.0K0.1%+92+1.9%AddedHolders
Q2 20224,868$445.0K0.1%+1,638+50.7%AddedHolders
Q1 20223,230$349.0K0.1%+68+2.2%AddedHolders
Q4 20213,162$369.0K0.1%+1,382+77.6%AddedHolders
Q3 20211,780$201.0K<0.1%+1,780NewHolders