PFWA
Paces Ferry Wealth Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-5,942
| Closed | -$211K | – | 109 |
|
2023
Q3 | $211K | Sell |
5,942
-252
| -4% | -$8.96K | 0.17% | 96 |
|
2023
Q2 | $207K | Buy |
+6,194
| New | +$207K | 0.16% | 102 |
|
2022
Q2 | – | Sell |
-5,013
| Closed | -$248K | – | 108 |
|
2022
Q1 | $248K | Buy |
5,013
+928
| +23% | +$45.9K | 0.2% | 99 |
|
2021
Q4 | $210K | Sell |
4,085
-1,224
| -23% | -$62.9K | 0.15% | 110 |
|
2021
Q3 | $283K | Sell |
5,309
-462
| -8% | -$24.6K | 0.23% | 91 |
|
2021
Q2 | $324K | Buy |
5,771
+337
| +6% | +$18.9K | 0.25% | 82 |
|
2021
Q1 | $348K | Buy |
5,434
+606
| +13% | +$38.8K | 0.3% | 76 |
|
2020
Q4 | $241K | Sell |
4,828
-420
| -8% | -$21K | 0.22% | 97 |
|
2020
Q3 | $272K | Buy |
+5,248
| New | +$272K | 0.24% | 79 |
|