OWA
Outlook Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,072
| Closed | -$205K | – | 267 |
|
|
2023
Q4 | $205K | Buy |
+4,072
| New | +$205K | 0.07% | 233 |
|
|
2022
Q2 | – | Sell |
-4,938
| Closed | -$245K | – | 197 |
|
|
2022
Q1 | $245K | Buy |
4,938
+257
| +5% | +$12.8K | 0.08% | 178 |
|
|
2021
Q4 | $241K | Buy |
4,681
+399
| +9% | +$20.5K | 0.07% | 184 |
|
|
2021
Q3 | $228K | Buy |
4,282
+320
| +8% | +$17K | 0.07% | 197 |
|
|
2021
Q2 | $222K | Buy |
+3,962
| New | +$222K | 0.07% | 198 |
|
|
2020
Q3 | – | Sell |
-12,533
| Closed | -$750K | – | 167 |
|
|
2020
Q2 | $750K | Sell |
12,533
-371
| -3% | -$22.2K | 0.32% | 69 |
|
|
2020
Q1 | $698K | Buy |
12,904
+3,216
| +33% | +$174K | 0.39% | 58 |
|
|
2019
Q4 | $575K | Sell |
9,688
-238
| -2% | -$14.1K | 0.32% | 54 |
|
|
2019
Q3 | $511K | Buy |
9,926
+480
| +5% | +$24.7K | 0.3% | 72 |
|
|
2019
Q2 | $452K | Buy |
9,446
+197
| +2% | +$9.43K | 0.3% | 81 |
|
|
2019
Q1 | $497K | Buy |
9,249
+7,329
| +382% | +$394K | 0.41% | 67 |
|
|
2018
Q4 | $901K | Buy |
+1,920
| New | +$901K | 0.41% | 58 |
|