VWA
VERITY Wealth Advisors’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,448
| Closed | -$262K | – | 74 |
|
|
2024
Q2 | $262K | Hold |
8,448
| – | – | 0.2% | 65 |
|
|
2024
Q1 | $373K | Buy |
8,448
+312
| +4% | +$13.8K | 0.29% | 59 |
|
|
2023
Q4 | $409K | Sell |
8,136
-250
| -3% | -$12.6K | 0.35% | 51 |
|
|
2023
Q3 | $298K | Hold |
8,386
| – | – | 0.28% | 57 |
|
|
2023
Q2 | $280K | Hold |
8,386
| – | – | 0.25% | 60 |
|
|
2023
Q1 | $274K | Sell |
8,386
-312
| -4% | -$10.2K | 0.25% | 62 |
|
|
2022
Q4 | $230K | Hold |
8,698
| – | – | 0.23% | 64 |
|
|
2022
Q3 | $224K | Hold |
8,698
| – | – | 0.23% | 62 |
|
|
2022
Q2 | $325K | Buy |
8,698
+100
| +1% | +$3.74K | 0.32% | 53 |
|
|
2022
Q1 | $426K | Sell |
8,598
-150
| -2% | -$7.43K | 0.38% | 43 |
|
|
2021
Q4 | $451K | Hold |
8,748
| – | – | 0.37% | 42 |
|
|
2021
Q3 | $466K | Hold |
8,748
| – | – | 0.42% | 41 |
|
|
2021
Q2 | $491K | Sell |
8,748
-150
| -2% | -$8.42K | 0.45% | 38 |
|
|
2021
Q1 | $569K | Hold |
8,898
| – | – | 0.5% | 30 |
|
|
2020
Q4 | $443K | Buy |
8,898
+312
| +4% | +$15.5K | 0.4% | 36 |
|
|
2020
Q3 | $445K | Hold |
8,586
| – | – | 0.45% | 34 |
|
|
2020
Q2 | $514K | Hold |
8,586
| – | – | 0.55% | 31 |
|
|
2020
Q1 | $465K | Hold |
8,586
| – | – | 0.63% | 30 |
|
|
2019
Q4 | $514K | Hold |
8,586
| – | – | 0.49% | 33 |
|
|
2019
Q3 | $442K | Hold |
8,586
| – | – | 0.44% | 36 |
|
|
2019
Q2 | $411K | Sell |
8,586
-51
| -0.6% | -$2.44K | 0.4% | 36 |
|
|
2019
Q1 | $464K | Buy |
8,637
+51
| +0.6% | +$2.74K | 0.47% | 35 |
|
|
2018
Q4 | $403K | Buy |
+8,586
| New | +$403K | 0.46% | 36 |
|