AWA
Amplius Wealth Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,307
| Closed | -$279K | – | 176 |
|
2024
Q1 | $279K | Sell |
6,307
-108
| -2% | -$4.77K | 0.03% | 134 |
|
2023
Q4 | $322K | Buy |
6,415
+80
| +1% | +$4.02K | 0.04% | 121 |
|
2023
Q3 | $225K | Sell |
6,335
-125
| -2% | -$4.44K | 0.03% | 140 |
|
2023
Q2 | $216K | Sell |
6,460
-188
| -3% | -$6.29K | 0.03% | 154 |
|
2023
Q1 | $217K | Buy |
+6,648
| New | +$217K | 0.03% | 153 |
|
2022
Q3 | – | Sell |
-5,404
| Closed | -$202K | – | 169 |
|
2022
Q2 | $202K | Sell |
5,404
-83
| -2% | -$3.1K | 0.03% | 160 |
|
2022
Q1 | $271K | Sell |
5,487
-230
| -4% | -$11.4K | 0.04% | 145 |
|
2021
Q4 | $294K | Buy |
+5,717
| New | +$294K | 0.04% | 157 |
|