SDWIA
Schwarz Dygos Wheeler Investment Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,858
| Closed | -$243K | – | 151 |
|
|
2024
Q2 | $243K | Sell |
7,858
-100
| -1% | -$3.1K | 0.07% | 132 |
|
|
2024
Q1 | $352K | Hold |
7,958
| – | – | 0.1% | 111 |
|
|
2023
Q4 | $400K | Sell |
7,958
-444
| -5% | -$22.3K | 0.12% | 104 |
|
|
2023
Q3 | $299K | Buy |
8,402
+132
| +2% | +$4.69K | 0.1% | 110 |
|
|
2023
Q2 | $277K | Buy |
8,270
+1
| +0% | +$33 | 0.09% | 115 |
|
|
2023
Q1 | $270K | Buy |
8,269
+13
| +0.2% | +$425 | 0.1% | 112 |
|
|
2022
Q4 | $218K | Buy |
8,256
+4
| +0% | +$106 | 0.09% | 115 |
|
|
2022
Q3 | $213K | Buy |
8,252
+203
| +3% | +$5.24K | 0.09% | 107 |
|
|
2022
Q2 | $301K | Buy |
8,049
+3,800
| +89% | +$142K | 0.12% | 98 |
|
|
2022
Q1 | $211K | Buy |
+4,249
| New | +$211K | 0.07% | 128 |
|