Concert Wealth Management’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-20,358
| Closed | -$685K | – | 80 |
|
|
2017
Q2 | $685K | Sell |
20,358
-31,157
| -60% | -$1.05M | 0.67% | 44 |
|
|
2017
Q1 | $1.87M | Sell |
51,515
-8,057
| -14% | -$293K | 0.42% | 56 |
|
|
2016
Q4 | $2.17M | Sell |
59,572
-104,112
| -64% | -$3.78M | 0.48% | 45 |
|
|
2016
Q3 | $6.19M | Buy |
163,684
+13,213
| +9% | +$500K | 0.75% | 19 |
|
|
2016
Q2 | $4.94M | Buy |
150,471
+18,415
| +14% | +$604K | 0.67% | 21 |
|
|
2016
Q1 | $4.26M | Sell |
132,056
-4,613
| -3% | -$149K | 0.57% | 31 |
|
|
2015
Q4 | $4.7M | Sell |
136,669
-175
| -0.1% | -$6.02K | 0.63% | 30 |
|
|
2015
Q3 | $4.12M | Buy |
136,844
+4,553
| +3% | +$137K | 0.56% | 34 |
|
|
2015
Q2 | $4.02M | Sell |
132,291
-5,889
| -4% | -$179K | 0.52% | 30 |
|
|
2015
Q1 | $2.83M | Sell |
138,180
-2,064
| -1% | -$42.2K | 0.81% | 18 |
|
|
2014
Q4 | $5.1M | Buy |
140,244
+98,845
| +239% | +$3.6M | 0.78% | 16 |
|
|
2014
Q3 | $1.44M | Sell |
41,399
-2,408
| -5% | -$83.5K | 0.19% | 83 |
|
|
2014
Q2 | $1.29M | Sell |
43,807
-679
| -2% | -$19.9K | 0.16% | 101 |
|
|
2014
Q1 | $1.15M | Sell |
44,486
-2,140
| -5% | -$55.2K | 0.14% | 116 |
|
|
2013
Q4 | $1.22M | Sell |
46,626
-1,582
| -3% | -$41.3K | 0.16% | 105 |
|
|
2013
Q3 | $1.09M | Sell |
48,208
-365
| -0.8% | -$8.28K | 0.16% | 110 |
|
|
2013
Q2 | $948K | Buy |
+48,573
| New | +$948K | 0.14% | 110 |
|