SWS
SYSTM Wealth Solutions’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-13,029
| Closed | -$404K | – | 352 |
|
2024
Q2 | $404K | Buy |
13,029
+1,504
| +13% | +$46.6K | 0.09% | 153 |
|
2024
Q1 | $509K | Sell |
11,525
-1,709
| -13% | -$75.5K | 0.06% | 281 |
|
2023
Q4 | $665K | Sell |
13,234
-6,232
| -32% | -$313K | 0.09% | 243 |
|
2023
Q3 | $692K | Sell |
19,466
-4,287
| -18% | -$152K | 0.11% | 234 |
|
2023
Q2 | $794K | Buy |
23,753
+8,215
| +53% | +$275K | 0.11% | 242 |
|
2023
Q1 | $508K | Buy |
15,538
+2,932
| +23% | +$95.8K | 0.08% | 297 |
|
2022
Q4 | $333K | Buy |
+12,606
| New | +$333K | 0.04% | 410 |
|