SMFS
Squar Milner Financial Services’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-9,249
| Closed | -$553K | – | 87 |
|
2020
Q2 | $553K | Buy |
9,249
+1,040
| +13% | +$62.2K | 0.31% | 89 |
|
2020
Q1 | $444K | Sell |
8,209
-27
| -0.3% | -$1.46K | 0.27% | 79 |
|
2019
Q4 | $492K | Sell |
8,236
-1,093
| -12% | -$65.3K | 0.25% | 91 |
|
2019
Q3 | $483K | Buy |
9,329
+859
| +10% | +$44.5K | 0.25% | 103 |
|
2019
Q2 | $405K | Sell |
8,470
-106
| -1% | -$5.07K | 0.27% | 85 |
|
2019
Q1 | $460K | Sell |
8,576
-50
| -0.6% | -$2.68K | 0.34% | 66 |
|
2018
Q4 | $405K | Buy |
8,626
+263
| +3% | +$12.3K | 0.39% | 60 |
|
2018
Q3 | $395K | Sell |
8,363
-3,234
| -28% | -$153K | 0.36% | 67 |
|
2018
Q2 | $576K | Buy |
11,597
+175
| +2% | +$8.69K | 0.51% | 41 |
|
2018
Q1 | $595K | Hold |
11,422
| – | – | 0.75% | 37 |
|
2017
Q4 | $571K | Buy |
+11,422
| New | +$571K | 0.69% | 40 |
|