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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

FTS holding history

Fortis 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.

FTS overviewAll 13F holders of FTSFull Q2 2023 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of FTS by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−15,059−100.0%Sold outHolders
Q2 202215,059$712.0K0.2%00.0%UnchangedHolders
Q1 202215,059$745.0K0.2%−42−0.3%ReducedHolders
Q4 202115,101$729.0K0.2%+1,117+8.0%AddedHolders
Q3 202113,984$620.0K0.1%−138−1.0%ReducedHolders
Q2 202114,122$626.0K0.1%+383+2.8%AddedHolders
Q1 202113,739$596.0K0.1%––Holders

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