CWS
Cypress Wealth Services’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,220
| Closed | -$286K | – | 290 |
|
|
2024
Q2 | $286K | Buy |
9,220
+166
| +2% | +$5.14K | 0.06% | 199 |
|
|
2024
Q1 | $400K | Sell |
9,054
-426
| -4% | -$18.8K | 0.09% | 166 |
|
|
2023
Q4 | $476K | Sell |
9,480
-457
| -5% | -$23K | 0.12% | 146 |
|
|
2023
Q3 | $353K | Buy |
9,937
+9
| +0.1% | +$320 | 0.1% | 169 |
|
|
2023
Q2 | $341K | Buy |
9,928
+511
| +5% | +$17.6K | 0.09% | 172 |
|
|
2023
Q1 | $308K | Sell |
9,417
-512
| -5% | -$16.7K | 0.09% | 183 |
|
|
2022
Q4 | $262K | Buy |
+9,929
| New | +$262K | 0.08% | 196 |
|
|
2022
Q3 | – | Sell |
-7,204
| Closed | -$269K | – | 235 |
|
|
2022
Q2 | $269K | Buy |
7,204
+2,881
| +67% | +$108K | 0.09% | 182 |
|
|
2022
Q1 | $214K | Buy |
4,323
+39
| +0.9% | +$1.93K | 0.06% | 224 |
|
|
2021
Q4 | $221K | Sell |
4,284
-50
| -1% | -$2.58K | 0.06% | 212 |
|
|
2021
Q3 | $231K | Sell |
4,334
-4,818
| -53% | -$257K | 0.07% | 196 |
|
|
2021
Q2 | $514K | Sell |
9,152
-644
| -7% | -$36.2K | 0.14% | 125 |
|
|
2021
Q1 | $627K | Sell |
9,796
-3,782
| -28% | -$242K | 0.13% | 127 |
|
|
2020
Q4 | $676K | Buy |
+13,578
| New | +$676K | 0.15% | 107 |
|
|
2020
Q3 | – | Sell |
-70,960
| Closed | -$4.25M | – | 116 |
|
|
2020
Q2 | $4.25M | Sell |
70,960
-90
| -0.1% | -$5.39K | 1.01% | 25 |
|
|
2020
Q1 | $3.85M | Buy |
71,050
+426
| +0.6% | +$23.1K | 1.13% | 22 |
|
|
2019
Q4 | $4.23M | Sell |
70,624
-1,161
| -2% | -$69.5K | 1.07% | 25 |
|
|
2019
Q3 | $3.7M | Buy |
71,785
+224
| +0.3% | +$11.5K | 1.02% | 25 |
|
|
2019
Q2 | $3.43M | Buy |
71,561
+1,237
| +2% | +$59.2K | 0.99% | 30 |
|
|
2019
Q1 | $3.78M | Buy |
70,324
+249
| +0.4% | +$13.4K | 1.2% | 24 |
|
|
2018
Q4 | $3.29M | Sell |
70,075
-86
| -0.1% | -$4.04K | 1.3% | 24 |
|
|
2018
Q3 | $3.32M | Buy |
70,161
+46
| +0.1% | +$2.18K | 1.19% | 25 |
|
|
2018
Q2 | $3.49M | Buy |
70,115
+3,796
| +6% | +$189K | 1.32% | 24 |
|
|
2018
Q1 | $3.45M | Sell |
66,319
-315
| -0.5% | -$16.4K | 1.47% | 23 |
|
|
2017
Q4 | $3.08M | Buy |
+66,634
| New | +$3.08M | 1.28% | 24 |
|