FSWA
Financial Synergies Wealth Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-50
| Closed | -$2.21K | – | 246 |
|
2024
Q1 | $2.21K | Sell |
50
-24
| -32% | -$1.06K | ﹤0.01% | 314 |
|
2023
Q4 | $1.96K | Buy |
74
+24
| +48% | +$634 | ﹤0.01% | 247 |
|
2023
Q3 | $1.78K | Hold |
50
| – | – | ﹤0.01% | 312 |
|
2023
Q2 | $1.67K | Sell |
50
-24
| -32% | -$803 | ﹤0.01% | 308 |
|
2023
Q1 | $2.42K | Hold |
74
| – | – | ﹤0.01% | 291 |
|
2022
Q4 | $1.96K | Buy |
+74
| New | +$1.96K | ﹤0.01% | 247 |
|
2022
Q3 | – | Sell |
-55
| Closed | -$2.06K | – | 493 |
|
2022
Q2 | $2.06K | Buy |
+55
| New | +$2.06K | ﹤0.01% | 232 |
|
2021
Q2 | – | Sell |
-3,195
| Closed | -$204K | – | 66 |
|
2021
Q1 | $204K | Buy |
+3,195
| New | +$204K | 0.03% | 58 |
|