Gitterman Wealth Management’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,657
| Closed | -$201K | – | 100 |
|
|
2023
Q3 | $201K | Sell |
5,657
-1,288
| -19% | -$45.8K | 0.1% | 71 |
|
|
2023
Q2 | $232K | Sell |
6,945
-12
| -0.2% | -$401 | 0.11% | 65 |
|
|
2023
Q1 | $227K | Buy |
+6,957
| New | +$227K | 0.11% | 64 |
|
|
2022
Q3 | – | Sell |
-6,765
| Closed | -$253K | – | 83 |
|
|
2022
Q2 | $253K | Hold |
6,765
| – | – | 0.24% | 47 |
|
|
2022
Q1 | $335K | Hold |
6,765
| – | – | 0.27% | 45 |
|
|
2021
Q4 | $348K | Buy |
6,765
+900
| +15% | +$46.3K | 0.26% | 51 |
|
|
2021
Q3 | $312K | Hold |
5,865
| – | – | 0.25% | 42 |
|
|
2021
Q2 | $329K | Hold |
5,865
| – | – | 0.27% | 37 |
|
|
2021
Q1 | $375K | Buy |
+5,865
| New | +$375K | 0.24% | 33 |
|