BWA
Burt Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,466
| Closed | -$241K | – | 116 |
|
|
2024
Q1 | $241K | Buy |
5,466
+1,048
| +24% | +$46.3K | 0.06% | 108 |
|
|
2023
Q4 | $222K | Buy |
+4,418
| New | +$222K | 0.06% | 104 |
|
|
2022
Q2 | – | Sell |
-4,494
| Closed | -$223K | – | 98 |
|
|
2022
Q1 | $223K | Buy |
4,494
+4
| +0.1% | +$198 | 0.07% | 95 |
|
|
2021
Q4 | $231K | Buy |
4,490
+3
| +0.1% | +$154 | 0.08% | 85 |
|
|
2021
Q3 | $239K | Buy |
4,487
+3
| +0.1% | +$160 | 0.08% | 89 |
|
|
2021
Q2 | $252K | Buy |
4,484
+3
| +0.1% | +$169 | 0.09% | 80 |
|
|
2021
Q1 | $287K | Buy |
4,481
+2
| +0% | +$128 | 0.11% | 72 |
|
|
2020
Q4 | $223K | Buy |
4,479
+3
| +0.1% | +$149 | 0.08% | 82 |
|
|
2020
Q3 | $232K | Buy |
4,476
+3
| +0.1% | +$155 | 0.09% | 74 |
|
|
2020
Q2 | $268K | Buy |
4,473
+3
| +0.1% | +$180 | 0.11% | 66 |
|
|
2020
Q1 | $242K | Buy |
4,470
+2
| +0% | +$108 | 0.11% | 65 |
|
|
2019
Q4 | $267K | Buy |
4,468
+3
| +0.1% | +$179 | 0.1% | 66 |
|
|
2019
Q3 | $230K | Buy |
4,465
+2
| +0% | +$103 | 0.09% | 76 |
|
|
2019
Q2 | $214K | Buy |
4,463
+4
| +0.1% | +$192 | 0.09% | 76 |
|
|
2019
Q1 | $239K | Buy |
4,459
+2
| +0% | +$107 | 0.11% | 71 |
|
|
2018
Q4 | $209K | Sell |
4,457
-397
| -8% | -$18.6K | 0.1% | 77 |
|
|
2018
Q3 | $230K | Buy |
4,854
+2
| +0% | +$95 | 0.1% | 72 |
|
|
2018
Q2 | $241K | Buy |
4,852
+3
| +0.1% | +$149 | 0.12% | 67 |
|
|
2018
Q1 | $253K | Sell |
4,849
-298
| -6% | -$15.5K | 0.13% | 60 |
|
|
2017
Q4 | $238K | Buy |
5,147
+1,503
| +41% | +$69.5K | 0.15% | 61 |
|
|
2017
Q3 | $139K | Sell |
3,644
-1,297
| -26% | -$49.5K | 0.09% | 101 |
|
|
2017
Q2 | $166K | Buy |
4,941
+3,471
| +236% | +$117K | 0.11% | 81 |
|
|
2017
Q1 | $53K | Sell |
1,470
-507
| -26% | -$18.3K | 0.04% | 160 |
|
|
2016
Q4 | $72K | Buy |
1,977
+450
| +29% | +$16.4K | 0.06% | 136 |
|
|
2016
Q3 | $57K | Sell |
1,527
-44
| -3% | -$1.64K | 0.06% | 147 |
|
|
2016
Q2 | $50K | Hold |
1,571
| – | – | 0.06% | 154 |
|
|
2016
Q1 | $51K | Buy |
1,571
+44
| +3% | +$1.43K | 0.05% | 166 |
|
|
2015
Q4 | $52K | Hold |
1,527
| – | – | 0.04% | 147 |
|
|
2015
Q3 | $46K | Hold |
1,527
| – | – | 0.06% | 142 |
|
|
2015
Q2 | $46K | Hold |
1,527
| – | – | 0.05% | 151 |
|
|
2015
Q1 | $48K | Hold |
1,527
| – | – | 0.05% | 143 |
|
|
2014
Q4 | $55K | Buy |
+1,527
| New | +$55K | 0.06% | 134 |
|