IWM
Integris Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,379
| Closed | -$267K | – | 107 |
|
|
2024
Q3 | $267K | Sell |
11,379
-1,000
| -8% | -$23.5K | 0.07% | 81 |
|
|
2024
Q2 | $383K | Sell |
12,379
-50
| -0.4% | -$1.55K | 0.11% | 61 |
|
|
2024
Q1 | $549K | Hold |
12,429
| – | – | 0.15% | 46 |
|
|
2023
Q4 | $625K | Sell |
12,429
-550
| -4% | -$27.6K | 0.18% | 43 |
|
|
2023
Q3 | $461K | Hold |
12,979
| – | – | 0.15% | 44 |
|
|
2023
Q2 | $434K | Hold |
12,979
| – | – | 0.15% | 47 |
|
|
2023
Q1 | $424K | Hold |
12,979
| – | – | 0.16% | 48 |
|
|
2022
Q4 | $343K | Buy |
+12,979
| New | +$343K | 0.13% | 56 |
|