GWA
GGM Wealth Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-8,148
| Closed | -$356K | – | 140 |
|
2023
Q4 | $356K | Sell |
8,148
-204
| -2% | -$8.9K | 0.15% | 102 |
|
2023
Q3 | $297K | Buy |
8,352
+4
| +0% | +$142 | 0.13% | 110 |
|
2023
Q2 | $278K | Buy |
+8,348
| New | +$278K | 0.11% | 119 |
|
2023
Q1 | – | Sell |
-7,914
| Closed | -$227K | – | 94 |
|
2022
Q4 | $227K | Sell |
7,914
-976
| -11% | -$28K | 0.12% | 122 |
|
2022
Q3 | $243K | Buy |
8,890
+688
| +8% | +$18.8K | 0.13% | 116 |
|
2022
Q2 | $305K | Buy |
8,202
+305
| +4% | +$11.3K | 0.17% | 101 |
|
2022
Q1 | $378K | Buy |
+7,897
| New | +$378K | 0.19% | 92 |
|