TWM
Torch Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.3M | Buy |
21,750
+425
| +2% | +$25.4K | 0.72% | 49 |
|
|
2019
Q3 | $1.1M | Buy |
21,325
+350
| +2% | +$18K | 0.65% | 53 |
|
|
2019
Q2 | $1M | Buy |
20,975
+1,000
| +5% | +$47.9K | 0.6% | 57 |
|
|
2019
Q1 | $1.07M | Buy |
19,975
+3,200
| +19% | +$172K | 0.66% | 55 |
|
|
2018
Q4 | $787K | Buy |
16,775
+2,275
| +16% | +$107K | 0.56% | 56 |
|
|
2018
Q3 | $686K | Hold |
14,500
| – | – | 0.41% | 65 |
|
|
2018
Q2 | $721K | Buy |
14,500
+1,475
| +11% | +$73.3K | 0.45% | 63 |
|
|
2018
Q1 | $678K | Buy |
13,025
+1,650
| +15% | +$85.9K | 0.44% | 66 |
|
|
2017
Q4 | $525K | Buy |
11,375
+75
| +0.7% | +$3.46K | 0.32% | 71 |
|
|
2017
Q3 | $430K | Sell |
11,300
-2,500
| -18% | -$95.1K | 0.28% | 75 |
|
|
2017
Q2 | $466K | Buy |
13,800
+600
| +5% | +$20.3K | 0.32% | 68 |
|
|
2017
Q1 | $476K | Hold |
13,200
| – | – | 0.32% | 69 |
|
|
2016
Q4 | $479K | Buy |
13,200
+5,000
| +61% | +$181K | 0.34% | 68 |
|
|
2016
Q3 | $310K | Buy |
8,200
+1,300
| +19% | +$49.1K | 0.23% | 81 |
|
|
2016
Q2 | $226K | Hold |
6,900
| – | – | 0.17% | 93 |
|
|
2016
Q1 | $223K | Buy |
+6,900
| New | +$223K | 0.17% | 86 |
|
|
2014
Q3 | – | Sell |
-5,000
| Closed | -$155K | – | 166 |
|
|
2014
Q2 | $155K | Hold |
5,000
| – | – | 0.11% | 107 |
|
|
2014
Q1 | $129K | Hold |
5,000
| – | – | 0.09% | 103 |
|
|
2013
Q4 | $130K | Buy |
+5,000
| New | +$130K | 0.1% | 101 |
|