LGWM
Litman Gregory Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,942
| Closed | -$306K | – | 68 |
|
|
2021
Q4 | $306K | Hold |
5,942
| – | – | 0.05% | 67 |
|
|
2021
Q3 | $317K | Buy |
5,942
+5,608
| +1,679% | +$299K | 0.06% | 61 |
|
|
2021
Q2 | $334 | Sell |
334
-5,608
| -94% | -$5.61K | 0.06% | 60 |
|
|
2021
Q1 | $380K | Hold |
5,942
| – | – | 0.07% | 49 |
|
|
2020
Q4 | $296K | Sell |
5,942
-601
| -9% | -$29.9K | 0.05% | 56 |
|
|
2020
Q3 | $339K | Hold |
6,543
| – | – | 0.07% | 51 |
|
|
2020
Q2 | $391K | Sell |
6,543
-591
| -8% | -$35.3K | 0.09% | 49 |
|
|
2020
Q1 | $386K | Sell |
7,134
-792
| -10% | -$42.9K | 0.1% | 45 |
|
|
2019
Q4 | $474K | Buy |
7,926
+7,893
| +23,918% | +$472K | 0.11% | 40 |
|
|
2019
Q3 | $2K | Sell |
33
-32
| -49% | -$1.94K | ﹤0.01% | 179 |
|
|
2019
Q2 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 201 |
|
|
2018
Q2 | – | Sell |
-1,200
| Closed | -$62K | – | 134 |
|
|
2018
Q1 | $62K | Buy |
+1,200
| New | +$62K | 0.03% | 83 |
|