JWM
Jackson Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-227,692
| Closed | -$12.8M | – | 102 |
|
|
2021
Q2 | $12.8M | Sell |
227,692
-258
| -0.1% | -$14.5K | 1.62% | 19 |
|
|
2021
Q1 | $14.6M | Buy |
+227,950
| New | +$14.6M | 2.19% | 12 |
|
|
2020
Q4 | – | Sell |
-39,996
| Closed | -$2.07M | – | 134 |
|
|
2020
Q3 | $2.07M | Buy |
39,996
+5,001
| +14% | +$259K | 0.31% | 69 |
|
|
2020
Q2 | $2.09M | Buy |
34,995
+2,947
| +9% | +$176K | 0.37% | 64 |
|
|
2020
Q1 | $1.93M | Buy |
32,048
+165
| +0.5% | +$9.94K | 0.4% | 52 |
|
|
2019
Q4 | $2.18M | Sell |
31,883
-140
| -0.4% | -$9.57K | 0.36% | 75 |
|
|
2019
Q3 | $1.64M | Buy |
32,023
+13,470
| +73% | +$690K | 0.34% | 77 |
|
|
2019
Q2 | $892K | Sell |
18,553
-52,089
| -74% | -$2.5M | 0.19% | 81 |
|
|
2019
Q1 | $3.79M | Buy |
70,642
+55,097
| +354% | +$2.96M | 0.93% | 31 |
|
|
2018
Q4 | $692K | Sell |
15,545
-3,542
| -19% | -$158K | 0.21% | 76 |
|
|
2018
Q3 | $903K | Buy |
19,087
+2,903
| +18% | +$137K | 0.19% | 82 |
|
|
2018
Q2 | $849K | Buy |
+16,184
| New | +$849K | 0.2% | 82 |
|
|
2017
Q2 | – | Sell |
-53,073
| Closed | -$1.91M | – | 78 |
|
|
2017
Q1 | $1.91M | Buy |
53,073
+2,880
| +6% | +$104K | 0.69% | 34 |
|
|
2016
Q4 | $1.85M | Buy |
+50,193
| New | +$1.85M | 0.72% | 28 |
|