SWMP
Signature Wealth Management Partners’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,799
| Closed | -$241K | – | 104 |
|
2023
Q4 | $241K | Buy |
+4,799
| New | +$241K | 0.21% | 86 |
|
2022
Q3 | – | Sell |
-14,911
| Closed | -$558K | – | 104 |
|
2022
Q2 | $558K | Sell |
14,911
-2,186
| -13% | -$81.8K | 0.57% | 52 |
|
2022
Q1 | $847K | Buy |
17,097
+450
| +3% | +$22.3K | 0.72% | 36 |
|
2021
Q4 | $857K | Sell |
16,647
-150
| -0.9% | -$7.72K | 0.73% | 35 |
|
2021
Q3 | $895K | Buy |
16,797
+650
| +4% | +$34.6K | 0.81% | 32 |
|
2021
Q2 | $906K | Hold |
16,147
| – | – | 0.82% | 31 |
|
2021
Q1 | $1.03M | Buy |
16,147
+398
| +3% | +$25.5K | 0.99% | 27 |
|
2020
Q4 | $785K | Buy |
+15,749
| New | +$785K | 0.78% | 31 |
|