TA
TruWealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,341
| Closed | -$236K | – | 167 |
|
|
2024
Q1 | $236K | Sell |
5,341
-103
| -2% | -$4.55K | 0.02% | 150 |
|
|
2023
Q4 | $274K | Buy |
+5,444
| New | +$274K | 0.02% | 122 |
|
|
2022
Q2 | – | Sell |
-5,530
| Closed | -$274K | – | 140 |
|
|
2022
Q1 | $274K | Buy |
5,530
+765
| +16% | +$37.9K | 0.03% | 99 |
|
|
2021
Q4 | $245K | Buy |
4,765
+850
| +22% | +$43.7K | 0.02% | 109 |
|
|
2021
Q3 | $209K | Hold |
3,915
| – | – | 0.02% | 113 |
|
|
2021
Q2 | $220K | Sell |
3,915
-264
| -6% | -$14.8K | 0.03% | 106 |
|
|
2021
Q1 | $267K | Hold |
4,179
| – | – | 0.04% | 91 |
|
|
2020
Q4 | $208K | Buy |
+4,179
| New | +$208K | 0.03% | 105 |
|