JWM
Jacobus Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $154K | Hold |
4,050
| – | – | 0.04% | 186 |
|
|
2017
Q2 | $137K | Buy |
4,050
+900
| +29% | +$30.4K | 0.04% | 188 |
|
|
2017
Q1 | $114K | Hold |
3,150
| – | – | 0.03% | 194 |
|
|
2016
Q4 | $114K | Hold |
3,150
| – | – | 0.03% | 189 |
|
|
2016
Q3 | $119K | Buy |
+3,150
| New | +$119K | 0.03% | 209 |
|
|
2014
Q3 | – | Sell |
-4,275
| Closed | -$132K | – | 319 |
|
|
2014
Q2 | $132K | Sell |
4,275
-1,000
| -19% | -$30.9K | 0.03% | 271 |
|
|
2014
Q1 | $136K | Buy |
5,275
+1,273
| +32% | +$32.8K | 0.03% | 260 |
|
|
2013
Q4 | $104K | Buy |
+4,002
| New | +$104K | 0.03% | 298 |
|