CWA
Core Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-50,030
| Closed | -$2.21M | – | 138 |
|
|
2024
Q1 | $2.21M | Buy |
50,030
+48,734
| +3,760% | +$2.15M | 0.75% | 19 |
|
|
2023
Q4 | $65.1K | Buy |
1,296
+691
| +114% | +$34.7K | 0.02% | 87 |
|
|
2023
Q3 | $21.5K | Hold |
605
| – | – | 0.01% | 108 |
|
|
2023
Q2 | $20.2K | Hold |
605
| – | – | 0.01% | 114 |
|
|
2023
Q1 | $19.8K | Buy |
605
+116
| +24% | +$3.79K | 0.01% | 112 |
|
|
2022
Q4 | $12.9K | Sell |
489
-100
| -17% | -$2.64K | 0.01% | 143 |
|
|
2022
Q3 | $15K | Buy |
589
+1
| +0.2% | +$25 | 0.01% | 118 |
|
|
2022
Q2 | $22K | Sell |
588
-700
| -54% | -$26.2K | 0.01% | 101 |
|
|
2022
Q1 | $64K | Sell |
1,288
-699
| -35% | -$34.7K | 0.04% | 65 |
|
|
2021
Q4 | $102K | Buy |
1,987
+1,851
| +1,361% | +$95K | 0.06% | 61 |
|
|
2021
Q3 | $7K | Hold |
136
| – | – | ﹤0.01% | 146 |
|
|
2021
Q2 | $8K | Buy |
136
+1
| +0.7% | +$59 | 0.01% | 135 |
|
|
2021
Q1 | $9K | Hold |
135
| – | – | 0.01% | 116 |
|
|
2020
Q4 | $7K | Hold |
135
| – | – | 0.01% | 128 |
|
|
2020
Q3 | $7K | Hold |
135
| – | – | 0.01% | 114 |
|
|
2020
Q2 | $8K | Buy |
135
+1
| +0.7% | +$59 | 0.01% | 93 |
|
|
2020
Q1 | $7K | Buy |
134
+92
| +219% | +$4.81K | 0.01% | 92 |
|
|
2019
Q4 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 106 |
|