PWA
Phoenix Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,853
| Closed | -$214K | – | 121 |
|
|
2024
Q1 | $214K | Hold |
4,853
| – | – | 0.13% | 109 |
|
|
2023
Q4 | $232K | Buy |
+4,853
| New | +$232K | 0.16% | 105 |
|
|
2023
Q2 | – | Sell |
-14,922
| Closed | -$488K | – | 110 |
|
|
2023
Q1 | $488K | Buy |
14,922
+1,891
| +15% | +$61.8K | 0.3% | 48 |
|
|
2022
Q4 | $344K | Sell |
13,031
-1,110
| -8% | -$29.3K | 0.21% | 65 |
|
|
2022
Q3 | $364K | Sell |
14,141
-1,148
| -8% | -$29.6K | 0.36% | 63 |
|
|
2022
Q2 | $572K | Buy |
15,289
+1,273
| +9% | +$47.6K | 0.56% | 42 |
|
|
2022
Q1 | $666K | Buy |
14,016
+386
| +3% | +$18.3K | 0.69% | 36 |
|
|
2021
Q4 | $702K | Sell |
13,630
-1,097
| -7% | -$56.5K | 0.53% | 49 |
|
|
2021
Q3 | $785K | Buy |
14,727
+40
| +0.3% | +$2.13K | 0.59% | 45 |
|
|
2021
Q2 | $824K | Buy |
14,687
+515
| +4% | +$28.9K | 0.59% | 49 |
|
|
2021
Q1 | $915K | Buy |
14,172
+82
| +0.6% | +$5.29K | 0.71% | 38 |
|
|
2020
Q4 | $702K | Buy |
+14,090
| New | +$702K | 0.53% | 49 |
|