PWM
PRW Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $226K | Sell |
6,319
-438
| -6% | -$15.6K | 0.09% | 93 |
|
2023
Q2 | $232K | Buy |
+6,757
| New | +$232K | 0.08% | 69 |
|
2022
Q2 | – | Sell |
-5,108
| Closed | -$253K | – | 107 |
|
2022
Q1 | $253K | Buy |
+5,108
| New | +$253K | 0.11% | 92 |
|
2021
Q3 | – | Sell |
-36,278
| Closed | -$2.04M | – | 190 |
|
2021
Q2 | $2.04M | Buy |
+36,278
| New | +$2.04M | 0.6% | 45 |
|
2020
Q3 | – | Sell |
-3,593
| Closed | -$215K | – | 82 |
|
2020
Q2 | $215K | Sell |
3,593
-126
| -3% | -$7.54K | 0.17% | 74 |
|
2020
Q1 | $201K | Buy |
+3,719
| New | +$201K | 0.24% | 61 |
|
2019
Q2 | – | Sell |
-1,497
| Closed | -$81K | – | 353 |
|
2019
Q1 | $81K | Sell |
1,497
-315
| -17% | -$17K | 0.08% | 99 |
|
2018
Q4 | $86K | Buy |
+1,812
| New | +$86K | 0.11% | 98 |
|