CWM
CCG Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-6,256
| Closed | -$234K | – | 102 |
|
2022
Q2 | $234K | Sell |
6,256
-197
| -3% | -$7.37K | 0.13% | 87 |
|
2022
Q1 | $320K | Buy |
6,453
+1,508
| +30% | +$74.8K | 0.16% | 77 |
|
2021
Q4 | $255K | Sell |
4,945
-666
| -12% | -$34.3K | 0.13% | 71 |
|
2021
Q3 | $299K | Buy |
5,611
+634
| +13% | +$33.8K | 0.17% | 70 |
|
2021
Q2 | $279K | Sell |
4,977
-295
| -6% | -$16.5K | 0.22% | 48 |
|
2021
Q1 | $337K | Sell |
5,272
-5,200
| -50% | -$332K | 0.33% | 42 |
|
2020
Q4 | $522K | Buy |
+10,472
| New | +$522K | 0.55% | 34 |
|
2020
Q2 | – | Sell |
-3,975
| Closed | -$215K | – | 64 |
|
2020
Q1 | $215K | Sell |
3,975
-257
| -6% | -$13.9K | 0.21% | 58 |
|
2019
Q4 | $253K | Buy |
+4,232
| New | +$253K | 0.16% | 74 |
|
2019
Q2 | – | Sell |
-3,834
| Closed | -$206K | – | 71 |
|
2019
Q1 | $206K | Buy |
+3,834
| New | +$206K | 0.17% | 63 |
|