SLWA
San Luis Wealth Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-8,863
| Closed | -$274K | – | 150 |
|
2024
Q2 | $274K | Buy |
+8,863
| New | +$274K | 0.07% | 107 |
|
2023
Q3 | – | Sell |
-10,457
| Closed | -$350K | – | 108 |
|
2023
Q2 | $350K | Sell |
10,457
-1,104
| -10% | -$37K | 0.12% | 134 |
|
2023
Q1 | $378K | Buy |
+11,561
| New | +$378K | 0.15% | 119 |
|
2022
Q2 | – | Sell |
-26,184
| Closed | -$1.35M | – | 250 |
|
2022
Q1 | $1.35M | Buy |
+26,184
| New | +$1.35M | 0.66% | 35 |
|
2021
Q4 | – | Sell |
-38,857
| Closed | -$2.07M | – | 116 |
|
2021
Q3 | $2.07M | Buy |
+38,857
| New | +$2.07M | 1.15% | 22 |
|
2020
Q4 | $1.17M | Buy |
+23,481
| New | +$1.17M | 0.76% | 35 |
|