Monterey Private Wealth’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,137
| Closed | -$227K | – | 120 |
|
|
2024
Q1 | $227K | Buy |
5,137
+63
| +1% | +$2.78K | 0.09% | 98 |
|
|
2023
Q4 | $255K | Buy |
+5,074
| New | +$255K | 0.12% | 88 |
|
|
2021
Q4 | – | Sell |
-4,636
| Closed | -$250K | – | 104 |
|
|
2021
Q3 | $250K | Sell |
4,636
-473
| -9% | -$25.5K | 0.14% | 87 |
|
|
2021
Q2 | $287K | Buy |
5,109
+7
| +0.1% | +$393 | 0.16% | 79 |
|
|
2021
Q1 | $300K | Buy |
5,102
+6
| +0.1% | +$353 | 0.17% | 72 |
|
|
2020
Q4 | $254K | Buy |
5,096
+19
| +0.4% | +$947 | 0.15% | 74 |
|
|
2020
Q3 | $263K | Buy |
5,077
+486
| +11% | +$25.2K | 0.17% | 68 |
|
|
2020
Q2 | $275K | Buy |
4,591
+796
| +21% | +$47.7K | 0.2% | 58 |
|
|
2020
Q1 | $205K | Sell |
3,795
-303
| -7% | -$16.4K | 0.17% | 61 |
|
|
2019
Q4 | $245K | Buy |
+4,098
| New | +$245K | 0.2% | 70 |
|