Straight Path Wealth Management’s Intel INTC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,034
Closed -$353K 95
2023
Q4
$353K Sell
7,034
-17
-0.2% -$854 0.21% 59
2023
Q3
$251K Sell
7,051
-800
-10% -$28.4K 0.17% 65
2023
Q2
$263K Sell
7,851
-200
-2% -$6.69K 0.18% 65
2023
Q1
$263K Sell
8,051
-26
-0.3% -$849 0.21% 56
2022
Q4
$213K Buy
+8,077
New +$213K 0.2% 62
2022
Q3
Sell
-7,102
Closed -$266K 76
2022
Q2
$266K Hold
7,102
0.26% 56
2022
Q1
$352K Buy
+7,102
New +$352K 0.3% 43