RWM
RKL Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,167
| Closed | -$209K | – | 161 |
|
|
2023
Q4 | $209K | Buy |
+4,167
| New | +$209K | 0.02% | 146 |
|
|
2022
Q2 | – | Sell |
-4,136
| Closed | -$205K | – | 145 |
|
|
2022
Q1 | $205K | Buy |
+4,136
| New | +$205K | 0.02% | 142 |
|
|
2021
Q2 | – | Sell |
-3,438
| Closed | -$220K | – | 132 |
|
|
2021
Q1 | $220K | Buy |
+3,438
| New | +$220K | 0.03% | 125 |
|
|
2020
Q4 | – | Sell |
-6,270
| Closed | -$325K | – | 126 |
|
|
2020
Q3 | $325K | Buy |
6,270
+486
| +8% | +$25.2K | 0.05% | 100 |
|
|
2020
Q2 | $346K | Sell |
5,784
-1,673
| -22% | -$100K | 0.06% | 93 |
|
|
2020
Q1 | $404K | Sell |
7,457
-416
| -5% | -$22.5K | 0.08% | 88 |
|
|
2019
Q4 | $471K | Sell |
7,873
-1,294
| -14% | -$77.4K | 0.08% | 94 |
|
|
2019
Q3 | $471K | Buy |
9,167
+218
| +2% | +$11.2K | 0.09% | 95 |
|
|
2019
Q2 | $433K | Sell |
8,949
-394
| -4% | -$19.1K | 0.08% | 99 |
|
|
2019
Q1 | $502K | Buy |
9,343
+315
| +3% | +$16.9K | 0.1% | 101 |
|
|
2018
Q4 | $424K | Buy |
9,028
+50
| +0.6% | +$2.35K | 0.1% | 99 |
|
|
2018
Q3 | $425K | Sell |
8,978
-447
| -5% | -$21.2K | 0.09% | 106 |
|
|
2018
Q2 | $471K | Sell |
9,425
-373
| -4% | -$18.6K | 0.11% | 104 |
|
|
2018
Q1 | $508K | Buy |
9,798
+55
| +0.6% | +$2.85K | 0.12% | 101 |
|
|
2017
Q4 | $452K | Sell |
9,743
-916
| -9% | -$42.5K | 0.11% | 107 |
|
|
2017
Q3 | $405K | Sell |
10,659
-765
| -7% | -$29.1K | 0.11% | 111 |
|
|
2017
Q2 | $385K | Buy |
11,424
+4,483
| +65% | +$151K | 0.12% | 110 |
|
|
2017
Q1 | $250K | Buy |
6,941
+129
| +2% | +$4.65K | 0.1% | 104 |
|
|
2016
Q4 | $247K | Sell |
6,812
-498
| -7% | -$18.1K | 0.12% | 82 |
|
|
2016
Q3 | $276K | Buy |
+7,310
| New | +$276K | 0.14% | 67 |
|