CFA
Compass Financial Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-32,267
| Closed | -$1.05M | – | 44 |
|
|
2023
Q1 | $1.05M | Sell |
32,267
-5,067
| -14% | -$166K | 1.34% | 21 |
|
|
2022
Q4 | $987K | Buy |
37,334
+9,947
| +36% | +$263K | 1.33% | 16 |
|
|
2022
Q3 | $706K | Buy |
27,387
+4,468
| +19% | +$115K | 1.05% | 26 |
|
|
2022
Q2 | $857K | Buy |
22,919
+2,271
| +11% | +$84.9K | 1.17% | 24 |
|
|
2022
Q1 | $1.02M | Buy |
20,648
+2,452
| +13% | +$121K | 1.13% | 26 |
|
|
2021
Q4 | $937K | Buy |
+18,196
| New | +$937K | 1.03% | 24 |
|