Mosaic Family Wealth Partners’s Intel INTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-9,758
| Closed | -$229K | – | 218 |
|
2024
Q3 | $229K | Sell |
9,758
-109
| -1% | -$2.56K | 0.03% | 185 |
|
2024
Q2 | $306K | Buy |
9,867
+147
| +2% | +$4.55K | 0.05% | 149 |
|
2024
Q1 | $429K | Buy |
9,720
+3
| +0% | +$133 | 0.07% | 129 |
|
2023
Q4 | $488K | Buy |
9,717
+4
| +0% | +$201 | 0.08% | 114 |
|
2023
Q3 | $345K | Buy |
9,713
+5
| +0.1% | +$178 | 0.07% | 130 |
|
2023
Q2 | $325K | Sell |
9,708
-1
| -0% | -$33 | 0.06% | 135 |
|
2023
Q1 | $317K | Sell |
9,709
-796
| -8% | -$26K | 0.07% | 137 |
|
2022
Q4 | $278K | Buy |
+10,505
| New | +$278K | 0.08% | 144 |
|