IWA
IBEX Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$33 | – | 168 |
|
|
2024
Q2 | $33 | Buy |
+1
| New | +$33 | ﹤0.01% | 283 |
|
|
2021
Q4 | – | Sell |
-1,096
| Closed | -$58K | – | 310 |
|
|
2021
Q3 | $58K | Buy |
+1,096
| New | +$58K | 0.01% | 260 |
|
|
2020
Q2 | – | Sell |
-30,898
| Closed | -$1.67M | – | 101 |
|
|
2020
Q1 | $1.67M | Buy |
+30,898
| New | +$1.67M | 0.65% | 65 |
|
|
2019
Q3 | – | Sell |
-1,990
| Closed | -$95K | – | 206 |
|
|
2019
Q2 | $95K | Buy |
+1,990
| New | +$95K | 0.03% | 168 |
|
|
2018
Q3 | – | Sell |
-16,421
| Closed | -$803K | – | 97 |
|
|
2018
Q2 | $803K | Hold |
16,421
| – | – | 0.32% | 77 |
|
|
2018
Q1 | $803K | Buy |
+16,421
| New | +$803K | 0.33% | 76 |
|
|
2017
Q4 | – | Sell |
-3,001
| Closed | -$120K | – | 105 |
|
|
2017
Q3 | $120K | Buy |
+3,001
| New | +$120K | 0.04% | 129 |
|
|
2017
Q1 | – | Sell |
-20,273
| Closed | -$749K | – | 216 |
|
|
2016
Q4 | $749K | Sell |
20,273
-508
| -2% | -$18.8K | 0.36% | 79 |
|
|
2016
Q3 | $785K | Buy |
+20,781
| New | +$785K | 0.43% | 76 |
|