SWM
Seed Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-9,212
| Closed | -$285K | – | 161 |
|
2024
Q2 | $285K | Buy |
9,212
+1,865
| +25% | +$57.8K | 0.25% | 105 |
|
2024
Q1 | $327K | Sell |
7,347
-665
| -8% | -$29.6K | 0.31% | 78 |
|
2023
Q4 | $383K | Hold |
8,012
| – | – | 0.39% | 71 |
|
2023
Q3 | $285K | Hold |
8,012
| – | – | 0.32% | 86 |
|
2023
Q2 | $268K | Hold |
8,012
| – | – | 0.28% | 91 |
|
2023
Q1 | $262K | Sell |
8,012
-500
| -6% | -$16.3K | 0.3% | 85 |
|
2022
Q4 | $225K | Buy |
+8,512
| New | +$225K | 0.26% | 104 |
|