DWA
Dougherty Wealth Advisers’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,510
| Closed | -$46.8K | – | 112 |
|
|
2024
Q2 | $46.8K | Hold |
1,510
| – | – | 0.04% | 77 |
|
|
2024
Q1 | $66.7K | Sell |
1,510
-1,000
| -40% | -$44.2K | 0.06% | 68 |
|
|
2023
Q4 | $126K | Hold |
2,510
| – | – | 0.12% | 51 |
|
|
2023
Q3 | $89.2K | Hold |
2,510
| – | – | 0.1% | 56 |
|
|
2023
Q2 | $83.9K | Hold |
2,510
| – | – | 0.12% | 63 |
|
|
2023
Q1 | $82K | Hold |
2,510
| – | – | 0.12% | 65 |
|
|
2022
Q4 | $66.3K | Hold |
2,510
| – | – | 0.11% | 74 |
|
|
2022
Q3 | $65K | Sell |
2,510
-150
| -6% | -$3.88K | 0.13% | 66 |
|
|
2022
Q2 | $100K | Hold |
2,660
| – | – | 0.19% | 56 |
|
|
2022
Q1 | $132K | Hold |
2,660
| – | – | 0.2% | 51 |
|
|
2021
Q4 | $137K | Hold |
2,660
| – | – | 0.19% | 54 |
|
|
2021
Q3 | $142K | Sell |
2,660
-50
| -2% | -$2.67K | 0.21% | 48 |
|
|
2021
Q2 | $152K | Buy |
2,710
+1,000
| +58% | +$56.1K | 0.22% | 45 |
|
|
2021
Q1 | $109K | Hold |
1,710
| – | – | 0.16% | 63 |
|
|
2020
Q4 | $85K | Hold |
1,710
| – | – | 0.13% | 73 |
|
|
2020
Q3 | $89K | Sell |
1,710
-100
| -6% | -$5.21K | 0.31% | 62 |
|
|
2020
Q2 | $108K | Hold |
1,810
| – | – | 0.4% | 50 |
|
|
2020
Q1 | $98K | Hold |
1,810
| – | – | 0.39% | 53 |
|
|
2019
Q4 | $108K | Hold |
1,810
| – | – | 0.33% | 60 |
|
|
2019
Q3 | $93K | Sell |
1,810
-620
| -26% | -$31.9K | 0.31% | 67 |
|
|
2019
Q2 | $117K | Buy |
2,430
+500
| +26% | +$24.1K | 0.33% | 60 |
|
|
2019
Q1 | $104K | Sell |
1,930
-500
| -21% | -$26.9K | 0.35% | 54 |
|
|
2018
Q4 | $120K | Buy |
+2,430
| New | +$120K | 0.4% | 52 |
|