EWM
Elmwood Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,828
| Closed | -$94K | – | 206 |
|
|
2021
Q4 | $94K | Buy |
+1,828
| New | +$94K | 0.04% | 154 |
|
|
2021
Q2 | $157K | Sell |
2,800
-54
| -2% | -$3.03K | 0.08% | 120 |
|
|
2021
Q1 | $183K | Buy |
+2,854
| New | +$183K | 0.11% | 109 |
|
|
2020
Q3 | $63K | Hold |
1,054
| – | – | 0.05% | 120 |
|
|
2020
Q2 | $63K | Sell |
1,054
-1,051
| -50% | -$62.8K | 0.05% | 120 |
|
|
2020
Q1 | $110K | Buy |
+2,105
| New | +$110K | 0.1% | 103 |
|
|
2019
Q4 | – | Sell |
-1,127
| Closed | -$58K | – | 164 |
|
|
2019
Q3 | $58K | Sell |
1,127
-274
| -20% | -$14.1K | 0.06% | 112 |
|
|
2019
Q2 | $67K | Sell |
1,401
-129
| -8% | -$6.17K | 0.06% | 120 |
|
|
2019
Q1 | $82K | Sell |
1,530
-317
| -17% | -$17K | 0.08% | 107 |
|
|
2018
Q4 | $87K | Buy |
1,847
+50
| +3% | +$2.36K | 0.08% | 109 |
|
|
2018
Q3 | $85K | Buy |
1,797
+1
| +0.1% | +$47 | 0.07% | 117 |
|
|
2018
Q2 | $89.3K | Sell |
1,796
-309
| -15% | -$15.4K | 0.08% | 114 |
|
|
2018
Q1 | $110K | Buy |
+2,105
| New | +$110K | 0.1% | 103 |
|