IWM
Integrated Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.67M | Buy |
73,869
+891
| +1% | +$32.1K | 0.89% | 32 |
|
|
2016
Q4 | $2.65M | Buy |
72,978
+72,853
| +58,282% | +$2.64M | 0.99% | 28 |
|
|
2016
Q3 | $5K | Sell |
125
-75,013
| -100% | -$3M | ﹤0.01% | 902 |
|
|
2016
Q2 | $2.46M | Sell |
75,138
-157
| -0.2% | -$5.15K | 0.95% | 24 |
|
|
2016
Q1 | $2.44M | Sell |
75,295
-2,650
| -3% | -$85.7K | 1.03% | 22 |
|
|
2015
Q4 | $2.69M | Buy |
77,945
+2,334
| +3% | +$80.4K | 1.16% | 21 |
|
|
2015
Q3 | $2.28M | Buy |
75,611
+229
| +0.3% | +$6.9K | 1% | 21 |
|
|
2015
Q2 | $2.29M | Buy |
75,382
+84
| +0.1% | +$2.56K | 0.89% | 22 |
|
|
2015
Q1 | $2.35M | Buy |
+75,298
| New | +$2.35M | 0.98% | 21 |
|