SWM
SVA Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.07M | Sell |
61,672
-48,465
| -44% | -$2.41M | 0.27% | 71 |
|
|
2020
Q3 | $5.7M | Sell |
110,137
-10,135
| -8% | -$525K | 0.57% | 41 |
|
|
2020
Q2 | $7.2M | Buy |
120,272
+1,514
| +1% | +$90.6K | 0.77% | 26 |
|
|
2020
Q1 | $6.43M | Buy |
118,758
+7,486
| +7% | +$405K | 0.74% | 27 |
|
|
2019
Q4 | $6.66M | Buy |
111,272
+1,219
| +1% | +$73K | 0.61% | 35 |
|
|
2019
Q3 | $5.67M | Buy |
110,053
+8,169
| +8% | +$421K | 0.56% | 40 |
|
|
2019
Q2 | $4.88M | Sell |
101,884
-1,532
| -1% | -$73.3K | 0.48% | 47 |
|
|
2019
Q1 | $5.55M | Buy |
103,416
+12,059
| +13% | +$648K | 0.54% | 46 |
|
|
2018
Q4 | $4.29M | Buy |
91,357
+12,926
| +16% | +$607K | 0.48% | 55 |
|
|
2018
Q3 | $3.71M | Buy |
78,431
+3,025
| +4% | +$143K | 0.38% | 62 |
|
|
2018
Q2 | $3.75M | Buy |
75,406
+10,648
| +16% | +$529K | 0.4% | 58 |
|
|
2018
Q1 | $2.47M | Sell |
64,758
-4,833
| -7% | -$184K | 0.3% | 79 |
|
|
2017
Q4 | $3.21M | Buy |
69,591
+4,833
| +7% | +$223K | 0.38% | 70 |
|
|
2017
Q3 | $2.47M | Buy |
64,758
+39,068
| +152% | +$1.49M | 0.3% | 79 |
|
|
2017
Q2 | $867K | Buy |
25,690
+1,202
| +5% | +$40.6K | 0.11% | 117 |
|
|
2017
Q1 | $883K | Sell |
24,488
-2,403
| -9% | -$86.6K | 0.12% | 112 |
|
|
2016
Q4 | $975K | Buy |
26,891
+746
| +3% | +$27K | 0.15% | 109 |
|
|
2016
Q3 | $987K | Sell |
26,145
-3,531
| -12% | -$133K | 0.15% | 106 |
|
|
2016
Q2 | $973K | Buy |
29,676
+4,512
| +18% | +$148K | 0.16% | 111 |
|
|
2016
Q1 | $814K | Sell |
25,164
-1,576
| -6% | -$51K | 0.13% | 117 |
|
|
2015
Q4 | $921K | Buy |
26,740
+856
| +3% | +$29.5K | 0.16% | 115 |
|
|
2015
Q3 | $780K | Buy |
25,884
+766
| +3% | +$23.1K | 0.15% | 130 |
|
|
2015
Q2 | $764K | Buy |
25,118
+22
| +0.1% | +$669 | 0.14% | 134 |
|
|
2015
Q1 | $785K | Sell |
25,096
-347
| -1% | -$10.9K | 0.14% | 135 |
|
|
2014
Q4 | $923K | Buy |
25,443
+333
| +1% | +$12.1K | 0.34% | 75 |
|
|
2014
Q3 | $874K | Sell |
25,110
-33,916
| -57% | -$1.18M | 0.37% | 67 |
|
|
2014
Q2 | $1.82M | Buy |
59,026
+1,665
| +3% | +$51.5K | 0.78% | 32 |
|
|
2014
Q1 | $1.48M | Buy |
57,361
+8,822
| +18% | +$228K | 0.7% | 34 |
|
|
2013
Q4 | $1.26M | Buy |
+48,539
| New | +$1.26M | 0.75% | 34 |
|