BigSur Wealth Management’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14,408
| Closed | -$768K | – | 135 |
|
|
2021
Q3 | $768K | Hold |
14,408
| – | – | 0.34% | 67 |
|
|
2021
Q2 | $809K | Buy |
14,408
+9,600
| +200% | +$539K | 0.37% | 69 |
|
|
2021
Q1 | $308K | Buy |
+4,808
| New | +$308K | 0.16% | 89 |
|
|
2020
Q3 | – | Sell |
-4,942
| Closed | -$296K | – | 108 |
|
|
2020
Q2 | $296K | Sell |
4,942
-4,000
| -45% | -$240K | 0.21% | 78 |
|
|
2020
Q1 | $484K | Sell |
8,942
-241
| -3% | -$13K | 0.36% | 56 |
|
|
2019
Q4 | $550K | Hold |
9,183
| – | – | 0.31% | 64 |
|
|
2019
Q3 | $473K | Hold |
9,183
| – | – | 0.32% | 65 |
|
|
2019
Q2 | $441K | Sell |
9,183
-1,000
| -10% | -$48K | 0.31% | 65 |
|
|
2019
Q1 | $547K | Hold |
10,183
| – | – | 0.36% | 55 |
|
|
2018
Q4 | $478K | Buy |
10,183
+4,771
| +88% | +$224K | 0.34% | 56 |
|
|
2018
Q3 | $256K | Buy |
5,412
+110
| +2% | +$5.2K | 0.16% | 87 |
|
|
2018
Q2 | $264K | Sell |
5,302
-110
| -2% | -$5.48K | 0.19% | 83 |
|
|
2018
Q1 | $282K | Buy |
5,412
+565
| +12% | +$29.4K | 0.2% | 90 |
|
|
2017
Q4 | $224K | Sell |
4,847
-1,039
| -18% | -$48K | 0.22% | 85 |
|
|
2017
Q3 | $224K | Buy |
+5,886
| New | +$224K | 0.23% | 85 |
|