LWA
Lenox Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $85K | Sell |
1,818
-620
| -25% | -$29K | 0.01% | 184 |
|
|
2021
Q4 | $126K | Buy |
2,438
+387
| +19% | +$20K | 0.02% | 148 |
|
|
2021
Q3 | $109K | Buy |
2,051
+54
| +3% | +$2.87K | 0.01% | 151 |
|
|
2021
Q2 | $112K | Buy |
1,997
+1,011
| +103% | +$56.7K | 0.01% | 147 |
|
|
2021
Q1 | $63K | Sell |
986
-329
| -25% | -$21K | 0.01% | 162 |
|
|
2020
Q4 | $66K | Buy |
1,315
+749
| +132% | +$37.6K | 0.01% | 156 |
|
|
2020
Q3 | $29K | Sell |
566
-865
| -60% | -$44.3K | ﹤0.01% | 231 |
|
|
2020
Q2 | $86K | Buy |
1,431
+431
| +43% | +$25.9K | 0.01% | 112 |
|
|
2020
Q1 | $54K | Sell |
1,000
-1
| -0.1% | -$54 | 0.01% | 128 |
|
|
2019
Q4 | $60K | Buy |
1,001
+1
| +0.1% | +$60 | 0.01% | 158 |
|
|
2019
Q3 | $52K | Buy |
1,000
+540
| +117% | +$28.1K | 0.01% | 154 |
|
|
2019
Q2 | $22K | Buy |
+460
| New | +$22K | ﹤0.01% | 215 |
|
|
2018
Q3 | – | Sell |
-267
| Closed | -$13K | – | 463 |
|
|
2018
Q2 | $13K | Sell |
267
-1,684
| -86% | -$82K | ﹤0.01% | 311 |
|
|
2018
Q1 | $102K | Buy |
1,951
+1,759
| +916% | +$92K | 0.02% | 100 |
|
|
2017
Q4 | $9K | Buy |
192
+170
| +773% | +$7.97K | ﹤0.01% | 175 |
|
|
2017
Q3 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 203 |
|
|
2017
Q2 | – | Sell |
-105
| Closed | -$4K | – | 111 |
|
|
2017
Q1 | $4K | Buy |
+105
| New | +$4K | ﹤0.01% | 79 |
|
|
2016
Q4 | – | Sell |
-521
| Closed | -$20K | – | 144 |
|
|
2016
Q3 | $20K | Hold |
521
| – | – | 0.01% | 140 |
|
|
2016
Q2 | $17K | Sell |
521
-60
| -10% | -$1.96K | 0.01% | 142 |
|
|
2016
Q1 | $19K | Sell |
581
-90
| -13% | -$2.94K | 0.01% | 137 |
|
|
2015
Q4 | $23K | Sell |
671
-447
| -40% | -$15.3K | 0.01% | 125 |
|
|
2015
Q3 | $34K | Buy |
1,118
+612
| +121% | +$18.6K | 0.01% | 105 |
|
|
2015
Q2 | $15K | Sell |
506
-1,115
| -69% | -$33.1K | 0.01% | 115 |
|
|
2015
Q1 | $51K | Hold |
1,621
| – | – | 0.02% | 81 |
|
|
2014
Q4 | $59K | Hold |
1,621
| – | – | 0.02% | 73 |
|
|
2014
Q3 | $56K | Sell |
1,621
-375
| -19% | -$13K | 0.02% | 70 |
|
|
2014
Q2 | $61K | Buy |
1,996
+821
| +70% | +$25.1K | 0.03% | 54 |
|
|
2014
Q1 | $31K | Buy |
+1,175
| New | +$31K | 0.02% | 77 |
|
|
2013
Q3 | – | Sell |
-230
| Closed | -$6K | – | 272 |
|
|
2013
Q2 | $6K | Buy |
+230
| New | +$6K | 0.01% | 164 |
|