Heartwood Wealth Advisors’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-26,455
| Closed | -$1.33M | – | 159 |
|
|
2023
Q4 | $1.33M | Sell |
26,455
-1,282
| -5% | -$64.4K | 0.18% | 42 |
|
|
2023
Q3 | $986K | Sell |
27,737
-4,916
| -15% | -$175K | 0.15% | 47 |
|
|
2023
Q2 | $1.09M | Buy |
32,653
+1,745
| +6% | +$58.4K | 0.15% | 46 |
|
|
2023
Q1 | $1.01M | Buy |
30,908
+4,253
| +16% | +$139K | 0.15% | 47 |
|
|
2022
Q4 | $704K | Buy |
26,655
+10,024
| +60% | +$265K | 0.11% | 60 |
|
|
2022
Q3 | $429K | Buy |
16,631
+2,768
| +20% | +$71.4K | 0.07% | 76 |
|
|
2022
Q2 | $519K | Buy |
13,863
+2,293
| +20% | +$85.8K | 0.09% | 69 |
|
|
2022
Q1 | $573K | Buy |
+11,570
| New | +$573K | 0.09% | 68 |
|