SWM
SFG Wealth Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,367
| Closed | -$281K | – | 96 |
|
2024
Q1 | $281K | Hold |
6,367
| – | – | 0.17% | 77 |
|
2023
Q4 | $320K | Sell |
6,367
-38
| -0.6% | -$1.91K | 0.21% | 67 |
|
2023
Q3 | $228K | Hold |
6,405
| – | – | 0.18% | 83 |
|
2023
Q2 | $214K | Buy |
+6,405
| New | +$214K | 0.18% | 91 |
|