SHWM
Smith & Howard Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-11,245
| Closed | -$352K | – | 90 |
|
|
2015
Q1 | $352K | Buy |
11,245
+2,065
| +22% | +$64.6K | 0.15% | 37 |
|
|
2014
Q4 | $333K | Hold |
9,180
| – | – | 0.16% | 34 |
|
|
2014
Q3 | $320K | Buy |
+9,180
| New | +$320K | 0.17% | 30 |
|
|
2014
Q1 | – | Sell |
-4,778
| Closed | -$124K | – | 123 |
|
|
2013
Q4 | $124K | Buy |
4,778
+813
| +21% | +$21.1K | 0.07% | 70 |
|
|
2013
Q3 | $91K | Hold |
3,965
| – | – | 0.05% | 82 |
|
|
2013
Q2 | $96K | Buy |
+3,965
| New | +$96K | 0.06% | 69 |
|