BWM
BCS Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,111
| Closed | -$270K | – | 181 |
|
|
2024
Q1 | $270K | Sell |
6,111
-591
| -9% | -$26.1K | 0.09% | 196 |
|
|
2023
Q4 | $337K | Buy |
6,702
+8
| +0.1% | +$402 | 0.12% | 153 |
|
|
2023
Q3 | $238K | Buy |
+6,694
| New | +$238K | 0.1% | 172 |
|
|
2023
Q1 | – | Sell |
-7,926
| Closed | -$209K | – | 179 |
|
|
2022
Q4 | $209K | Sell |
7,926
-179
| -2% | -$4.72K | 0.09% | 182 |
|
|
2022
Q3 | $209K | Sell |
8,105
-1,921
| -19% | -$49.5K | 0.1% | 170 |
|
|
2022
Q2 | $375K | Buy |
10,026
+1,990
| +25% | +$74.4K | 0.17% | 115 |
|
|
2022
Q1 | $398K | Sell |
8,036
-397
| -5% | -$19.7K | 0.16% | 122 |
|
|
2021
Q4 | $434K | Buy |
8,433
+4,657
| +123% | +$240K | 0.16% | 120 |
|
|
2021
Q3 | $201K | Buy |
+3,776
| New | +$201K | 0.09% | 166 |
|
|
2020
Q2 | – | Sell |
-5,062
| Closed | -$274K | – | 126 |
|
|
2020
Q1 | $274K | Buy |
+5,062
| New | +$274K | 0.19% | 88 |
|