OWM
OneAscent Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,301
| Closed | -$265K | – | 170 |
|
|
2022
Q3 | $265K | Sell |
10,301
-982
| -9% | -$25.3K | 0.14% | 99 |
|
|
2022
Q2 | $422K | Buy |
11,283
+418
| +4% | +$15.6K | 0.22% | 70 |
|
|
2022
Q1 | $538K | Buy |
+10,865
| New | +$538K | 0.27% | 66 |
|
|
2021
Q1 | $681K | Buy |
+10,644
| New | +$681K | 0.29% | 79 |
|