ERTS Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,567
| Closed | -$202K | – | 89 |
|
|
2024
Q1 | $202K | Hold |
4,567
| – | – | 0.04% | 88 |
|
|
2023
Q4 | $229K | Buy |
+4,567
| New | +$229K | 0.05% | 82 |
|
|
2022
Q2 | – | Sell |
-4,757
| Closed | -$236K | – | 93 |
|
|
2022
Q1 | $236K | Sell |
4,757
-151
| -3% | -$7.49K | 0.07% | 81 |
|
|
2021
Q4 | $253K | Buy |
4,908
+100
| +2% | +$5.16K | 0.06% | 75 |
|
|
2021
Q3 | $256K | Hold |
4,808
| – | – | 0.07% | 70 |
|
|
2021
Q2 | $270K | Hold |
4,808
| – | – | 0.07% | 72 |
|
|
2021
Q1 | $308K | Sell |
4,808
-1,040
| -18% | -$66.6K | 0.09% | 63 |
|
|
2020
Q4 | $291K | Hold |
5,848
| – | – | 0.09% | 61 |
|
|
2020
Q3 | $303K | Sell |
5,848
-580
| -9% | -$30.1K | 0.11% | 58 |
|
|
2020
Q2 | $385K | Sell |
6,428
-181
| -3% | -$10.8K | 0.16% | 58 |
|
|
2020
Q1 | $358K | Hold |
6,609
| – | – | 0.17% | 59 |
|
|
2019
Q4 | $396K | Sell |
6,609
-450
| -6% | -$27K | 0.18% | 54 |
|
|
2019
Q3 | $364K | Sell |
7,059
-570
| -7% | -$29.4K | 0.18% | 53 |
|
|
2019
Q2 | $365K | Hold |
7,629
| – | – | 0.2% | 59 |
|
|
2019
Q1 | $410K | Buy |
7,629
+1,310
| +21% | +$70.4K | 0.24% | 53 |
|
|
2018
Q4 | $297K | Buy |
+6,319
| New | +$297K | 0.21% | 58 |
|