CWM

Castle Wealth Management’s Intel INTC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,590	Closed	-$306K	–	112
2022 Q4	$306K	Sell	11,590 -4,245	-27%	-$112K	0.19%	83
2022 Q3	$408K	Sell	15,835 -698	-4%	-$18K	0.25%	69
2022 Q2	$618K	Buy	+16,533	New	+$618K	0.36%	49