CWA
Cypress Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $781K | Sell |
14,549
-1,182
| -8% | -$63.5K | 0.89% | 37 |
|
|
2018
Q4 | $738K | Sell |
15,731
-215
| -1% | -$10.1K | 1.01% | 34 |
|
|
2018
Q3 | $754K | Sell |
15,946
-342
| -2% | -$16.2K | 0.79% | 42 |
|
|
2018
Q2 | $810K | Sell |
16,288
-1,848
| -10% | -$91.9K | 0.88% | 41 |
|
|
2018
Q1 | $945K | Sell |
18,136
-133
| -0.7% | -$6.93K | 1.02% | 34 |
|
|
2017
Q4 | $843K | Sell |
18,269
-356
| -2% | -$16.4K | 0.81% | 41 |
|
|
2017
Q3 | $709K | Sell |
18,625
-3,671
| -16% | -$140K | 1.15% | 24 |
|
|
2017
Q2 | $752K | Sell |
22,296
-20,649
| -48% | -$696K | 0.88% | 33 |
|
|
2017
Q1 | $1.55M | Buy |
42,945
+1,964
| +5% | +$70.8K | 0.71% | 34 |
|
|
2016
Q4 | $1.49M | Sell |
40,981
-517
| -1% | -$18.7K | 0.68% | 35 |
|
|
2016
Q3 | $1.57M | Buy |
41,498
+1,192
| +3% | +$45K | 0.71% | 32 |
|
|
2016
Q2 | $1.32M | Sell |
40,306
-1,373
| -3% | -$45K | 0.65% | 39 |
|
|
2016
Q1 | $1.35M | Buy |
41,679
+10,941
| +36% | +$354K | 0.62% | 37 |
|
|
2015
Q4 | $1.06M | Buy |
30,738
+268
| +0.9% | +$9.23K | 0.54% | 41 |
|
|
2015
Q3 | $918K | Hold |
30,470
| – | – | 0.5% | 47 |
|
|
2015
Q2 | $927K | Buy |
+30,470
| New | +$927K | 0.54% | 49 |
|