CFA
CWS Financial Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,678
| Closed | -$251K | – | 109 |
|
|
2024
Q1 | $251K | Sell |
5,678
-1,223
| -18% | -$54K | 0.1% | 97 |
|
|
2023
Q4 | $347K | Sell |
6,901
-1,219
| -15% | -$61.3K | 0.13% | 112 |
|
|
2023
Q3 | $289K | Sell |
8,120
-58
| -0.7% | -$2.06K | 0.12% | 115 |
|
|
2023
Q2 | $273K | Sell |
8,178
-211
| -3% | -$7.06K | 0.1% | 117 |
|
|
2023
Q1 | $274K | Buy |
8,389
+895
| +12% | +$29.2K | 0.11% | 118 |
|
|
2022
Q4 | $480K | Buy |
+7,494
| New | +$480K | 0.21% | 75 |
|
|
2022
Q2 | – | Sell |
-5,706
| Closed | -$283K | – | 169 |
|
|
2022
Q1 | $283K | Buy |
5,706
+143
| +3% | +$7.09K | 0.11% | 118 |
|
|
2021
Q4 | $287K | Buy |
+5,563
| New | +$287K | 0.1% | 121 |
|
|
2021
Q2 | $361K | Sell |
6,438
-1,056
| -14% | -$59.2K | 0.14% | 102 |
|
|
2021
Q1 | $480K | Sell |
7,494
-403
| -5% | -$25.8K | 0.21% | 75 |
|
|
2020
Q4 | $393K | Buy |
7,897
+42
| +0.5% | +$2.09K | 0.23% | 84 |
|
|
2020
Q3 | $407K | Sell |
7,855
-346
| -4% | -$17.9K | 0.27% | 74 |
|
|
2020
Q2 | $491K | Buy |
8,201
+516
| +7% | +$30.9K | 0.35% | 64 |
|
|
2020
Q1 | $460K | Hold |
7,685
| – | – | 0.34% | 69 |
|
|
2019
Q4 | $460K | Buy |
+7,685
| New | +$460K | 0.34% | 69 |
|