LWS
Lucia Wealth Services’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $832K | Buy |
16,076
+1,448
| +10% | +$74.9K | 0.2% | 84 |
|
|
2020
Q2 | $875K | Buy |
14,628
+2,849
| +24% | +$170K | 0.23% | 74 |
|
|
2020
Q1 | $637K | Buy |
11,779
+11,321
| +2,472% | +$612K | 0.21% | 86 |
|
|
2019
Q4 | $27K | Buy |
458
+80
| +21% | +$4.72K | 0.01% | 163 |
|
|
2019
Q3 | $19K | Hold |
378
| – | – | 0.01% | 151 |
|
|
2019
Q2 | $18K | Hold |
378
| – | – | 0.01% | 157 |
|
|
2019
Q1 | $20K | Buy |
378
+76
| +25% | +$4.02K | 0.01% | 173 |
|
|
2018
Q4 | $14K | Sell |
302
-149
| -33% | -$6.91K | 0.01% | 159 |
|
|
2018
Q3 | $21K | Buy |
451
+72
| +19% | +$3.35K | 0.01% | 198 |
|
|
2018
Q2 | $19K | Buy |
379
+49
| +15% | +$2.46K | 0.01% | 183 |
|
|
2018
Q1 | $17K | Buy |
+330
| New | +$17K | 0.01% | 173 |
|