PWM
Prentice Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-11,500
| Closed | -$376K | – | 99 |
|
2023
Q1 | $376K | Buy |
11,500
+918
| +9% | +$30K | 0.18% | 69 |
|
2022
Q4 | $280K | Buy |
10,582
+949
| +10% | +$25.1K | 0.14% | 78 |
|
2022
Q3 | $246K | Buy |
+9,633
| New | +$246K | 0.13% | 83 |
|
2022
Q2 | – | Sell |
-4,675
| Closed | -$230K | – | 160 |
|
2022
Q1 | $230K | Buy |
4,675
+703
| +18% | +$34.6K | 0.11% | 92 |
|
2021
Q4 | $204K | Sell |
3,972
-54
| -1% | -$2.77K | 0.1% | 99 |
|
2021
Q3 | $215K | Buy |
4,026
+36
| +0.9% | +$1.92K | 0.1% | 98 |
|
2021
Q2 | $224K | Sell |
3,990
-1,500
| -27% | -$84.2K | 0.12% | 97 |
|
2021
Q1 | $351K | Buy |
+5,490
| New | +$351K | 0.2% | 51 |
|