BWM
BT Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-3,235
| Closed | -$207K | – | 62 |
|
2021
Q1 | $207K | Buy |
+3,235
| New | +$207K | 0.07% | 59 |
|
2020
Q2 | – | Sell |
-3,762
| Closed | -$204K | – | 60 |
|
2020
Q1 | $204K | Hold |
3,762
| – | – | 0.12% | 48 |
|
2019
Q4 | $225K | Buy |
+3,762
| New | +$225K | 0.11% | 56 |
|
2019
Q1 | – | Sell |
-7,686
| Closed | -$391K | – | 78 |
|
2018
Q4 | $391K | Buy |
+7,686
| New | +$391K | 0.17% | 63 |
|