FWM
Fairhaven Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-6,030
| Closed | -$299K | – | 121 |
|
2022
Q1 | $299K | Buy |
6,030
+58
| +1% | +$2.88K | 0.12% | 80 |
|
2021
Q4 | $308K | Sell |
5,972
-189
| -3% | -$9.75K | 0.12% | 77 |
|
2021
Q3 | $328K | Buy |
6,161
+83
| +1% | +$4.42K | 0.14% | 75 |
|
2021
Q2 | $341K | Sell |
6,078
-37
| -0.6% | -$2.08K | 0.14% | 75 |
|
2021
Q1 | $391K | Buy |
6,115
+437
| +8% | +$27.9K | 0.16% | 66 |
|
2020
Q4 | $283K | Sell |
5,678
-23,894
| -81% | -$1.19M | 0.12% | 87 |
|
2020
Q3 | $1.53M | Buy |
29,572
+5,816
| +24% | +$301K | 0.91% | 26 |
|
2020
Q2 | $1.42M | Buy |
23,756
+4,621
| +24% | +$276K | 0.94% | 24 |
|
2020
Q1 | $1.04M | Buy |
19,135
+12,257
| +178% | +$664K | 0.94% | 22 |
|
2019
Q4 | $412K | Hold |
6,878
| – | – | 0.34% | 43 |
|
2019
Q3 | $354K | Hold |
6,878
| – | – | 0.33% | 42 |
|
2019
Q2 | $329K | Hold |
6,878
| – | – | 0.31% | 46 |
|
2019
Q1 | $369K | Hold |
6,878
| – | – | 0.35% | 41 |
|
2018
Q4 | $323K | Buy |
+6,878
| New | +$323K | 0.32% | 45 |
|