Summit Wealth & Retirement Planning’s Intel INTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-14,754
| Closed | -$735K | – | 112 |
|
2020
Q4 | $735K | Buy |
14,754
+111
| +0.8% | +$5.53K | 0.28% | 63 |
|
2020
Q3 | $758K | Buy |
14,643
+211
| +1% | +$10.9K | 0.33% | 54 |
|
2020
Q2 | $863K | Buy |
14,432
+158
| +1% | +$9.45K | 0.4% | 51 |
|
2020
Q1 | $772K | Buy |
14,274
+130
| +0.9% | +$7.03K | 0.41% | 51 |
|
2019
Q4 | $847K | Buy |
14,144
+9
| +0.1% | +$539 | 0.38% | 56 |
|
2019
Q3 | $728K | Sell |
14,135
-10
| -0.1% | -$515 | 0.44% | 54 |
|
2019
Q2 | $677K | Hold |
14,145
| – | – | 0.4% | 60 |
|
2019
Q1 | $760K | Sell |
14,145
-130
| -0.9% | -$6.99K | 0.45% | 54 |
|
2018
Q4 | $670K | Buy |
+14,275
| New | +$670K | 0.51% | 49 |
|