TWMP
Taylor Wealth Management Partners’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-610
| Closed | -$29K | – | 79 |
|
|
2018
Q4 | $29K | Hold |
610
| – | – | 0.02% | 66 |
|
|
2018
Q3 | $29K | Sell |
610
-50
| -8% | -$2.38K | 0.01% | 79 |
|
|
2018
Q2 | $33K | Hold |
660
| – | – | 0.01% | 80 |
|
|
2018
Q1 | $34K | Hold |
660
| – | – | 0.02% | 79 |
|
|
2017
Q4 | $30K | Hold |
660
| – | – | 0.01% | 105 |
|
|
2017
Q3 | $25K | Hold |
660
| – | – | 0.01% | 106 |
|
|
2017
Q2 | $22K | Hold |
660
| – | – | 0.01% | 111 |
|
|
2017
Q1 | $24K | Sell |
660
-100
| -13% | -$3.64K | 0.01% | 112 |
|
|
2016
Q4 | $28K | Hold |
760
| – | – | 0.01% | 111 |
|
|
2016
Q3 | $29K | Sell |
760
-400
| -34% | -$15.3K | 0.01% | 101 |
|
|
2016
Q2 | $38K | Hold |
1,160
| – | – | 0.02% | 94 |
|
|
2016
Q1 | $38K | Hold |
1,160
| – | – | 0.02% | 88 |
|
|
2015
Q4 | $40K | Buy |
1,160
+160
| +16% | +$5.52K | 0.02% | 84 |
|
|
2015
Q3 | $30K | Sell |
1,000
-10
| -1% | -$300 | 0.01% | 88 |
|
|
2015
Q2 | $31K | Buy |
1,010
+10
| +1% | +$307 | 0.01% | 110 |
|
|
2015
Q1 | $31K | Buy |
+1,000
| New | +$31K | 0.01% | 94 |
|