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