KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-6,208
| Closed | -$203K | – | 63 |
|
2023
Q1 | $203K | Buy |
+6,208
| New | +$203K | 0.21% | 63 |
|
2022
Q3 | – | Sell |
-6,973
| Closed | -$261K | – | 53 |
|
2022
Q2 | $261K | Buy |
+6,973
| New | +$261K | 0.39% | 44 |
|
2022
Q1 | – | Sell |
-5,870
| Closed | -$302K | – | 49 |
|
2021
Q4 | $302K | Buy |
+5,870
| New | +$302K | 0.37% | 48 |
|
2021
Q3 | – | Sell |
-15,815
| Closed | -$888K | – | 84 |
|
2021
Q2 | $888K | Buy |
15,815
+595
| +4% | +$33.4K | 0.35% | 46 |
|
2021
Q1 | $974K | Sell |
15,220
-13
| -0.1% | -$832 | 0.51% | 41 |
|
2020
Q4 | $759K | Sell |
15,233
-649
| -4% | -$32.3K | 0.45% | 51 |
|
2020
Q3 | $822K | Buy |
15,882
+148
| +0.9% | +$7.66K | 0.6% | 44 |
|
2020
Q2 | $941K | Buy |
15,734
+37
| +0.2% | +$2.21K | 0.86% | 30 |
|
2020
Q1 | $850K | Sell |
15,697
-202
| -1% | -$10.9K | 0.95% | 28 |
|
2019
Q4 | $952K | Buy |
+15,899
| New | +$952K | 0.8% | 33 |
|