TFA
Trinity Financial Advisors’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-7,896
| Closed | -$245K | – | 85 |
|
2024
Q2 | $245K | Buy |
7,896
+431
| +6% | +$13.3K | 0.11% | 73 |
|
2024
Q1 | $330K | Sell |
7,465
-5,577
| -43% | -$246K | 0.15% | 52 |
|
2023
Q4 | $655K | Sell |
13,042
-2,538
| -16% | -$128K | 0.32% | 32 |
|
2023
Q3 | $554K | Buy |
15,580
+31
| +0.2% | +$1.1K | 0.29% | 31 |
|
2023
Q2 | $520K | Sell |
15,549
-542
| -3% | -$18.1K | 0.28% | 36 |
|
2023
Q1 | $526K | Sell |
16,091
-546
| -3% | -$17.8K | 0.32% | 31 |
|
2022
Q4 | $440K | Buy |
16,637
+6,683
| +67% | +$177K | 0.29% | 37 |
|
2022
Q3 | $257K | Sell |
9,954
-2,506
| -20% | -$64.7K | 0.19% | 56 |
|
2022
Q2 | $466K | Buy |
12,460
+6,199
| +99% | +$232K | 0.34% | 21 |
|
2022
Q1 | $310K | Buy |
6,261
+1
| +0% | +$50 | 0.19% | 49 |
|
2021
Q4 | $322K | Buy |
6,260
+1
| +0% | +$51 | 0.19% | 45 |
|
2021
Q3 | $334K | Hold |
6,259
| – | – | 0.22% | 36 |
|
2021
Q2 | $351K | Hold |
6,259
| – | – | 0.25% | 37 |
|
2021
Q1 | $401K | Hold |
6,259
| – | – | 0.31% | 25 |
|
2020
Q4 | $312K | Buy |
+6,259
| New | +$312K | 0.28% | 40 |
|