MWC
MBM Wealth Consultants’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,102
| Closed | -$66K | – | 185 |
|
2023
Q1 | $66K | Hold |
2,102
| – | – | 0.03% | 147 |
|
2022
Q4 | $56K | Sell |
2,102
-408
| -16% | -$10.9K | 0.03% | 156 |
|
2022
Q3 | $68K | Sell |
2,510
-577
| -19% | -$15.6K | 0.03% | 139 |
|
2022
Q2 | $115K | Sell |
3,087
-531
| -15% | -$19.8K | 0.06% | 101 |
|
2022
Q1 | $179K | Sell |
3,618
-575
| -14% | -$28.4K | 0.07% | 99 |
|
2021
Q4 | $216K | Sell |
4,193
-838
| -17% | -$43.2K | 0.09% | 95 |
|
2021
Q3 | $268K | Sell |
5,031
-6,737
| -57% | -$359K | 0.12% | 84 |
|
2021
Q2 | $661K | Buy |
11,768
+849
| +8% | +$47.7K | 0.31% | 43 |
|
2021
Q1 | $699K | Sell |
10,919
-2,040
| -16% | -$131K | 0.36% | 42 |
|
2020
Q4 | $646K | Buy |
12,959
+621
| +5% | +$31K | 0.35% | 39 |
|
2020
Q3 | $639K | Buy |
12,338
+834
| +7% | +$43.2K | 0.41% | 33 |
|
2020
Q2 | $689K | Sell |
11,504
-3,333
| -22% | -$200K | 0.49% | 31 |
|
2020
Q1 | $803K | Buy |
14,837
+236
| +2% | +$12.8K | 0.66% | 27 |
|
2019
Q4 | $874K | Sell |
14,601
-1,164
| -7% | -$69.7K | 0.65% | 32 |
|
2019
Q3 | $812K | Sell |
15,765
-18
| -0.1% | -$927 | 0.64% | 36 |
|
2019
Q2 | $777K | Buy |
15,783
+307
| +2% | +$15.1K | 0.65% | 34 |
|
2019
Q1 | $831K | Sell |
15,476
-143
| -0.9% | -$7.68K | 0.73% | 34 |
|
2018
Q4 | $733K | Buy |
+15,619
| New | +$733K | 0.71% | 39 |
|