WLPWM
Walled Lake Planning & Wealth Management’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-33,993
| Closed | -$898K | – | 91 |
|
|
2022
Q4 | $898K | Sell |
33,993
-94,259
| -73% | -$2.49M | 0.61% | 33 |
|
|
2022
Q3 | $3.31M | Buy |
128,252
+5,401
| +4% | +$139K | 2.31% | 23 |
|
|
2022
Q2 | $4.6M | Buy |
122,851
+5,156
| +4% | +$193K | 3.17% | 12 |
|
|
2022
Q1 | $5.83M | Buy |
+117,695
| New | +$5.83M | 3.47% | 7 |
|
|
2021
Q4 | – | Sell |
-3,280
| Closed | -$175K | – | 201 |
|
|
2021
Q3 | $175K | Buy |
3,280
+507
| +18% | +$27.1K | 0.11% | 84 |
|
|
2021
Q2 | $156K | Buy |
2,773
+468
| +20% | +$26.3K | 0.1% | 88 |
|
|
2021
Q1 | $148K | Buy |
2,305
+4
| +0.2% | +$257 | 0.1% | 89 |
|
|
2020
Q4 | $115K | Buy |
2,301
+4
| +0.2% | +$200 | 0.09% | 92 |
|
|
2020
Q3 | $119K | Buy |
2,297
+5
| +0.2% | +$259 | 0.1% | 86 |
|
|
2020
Q2 | $137K | Sell |
2,292
-37
| -2% | -$2.21K | 0.11% | 76 |
|
|
2020
Q1 | $126K | Sell |
2,329
-981
| -30% | -$53.1K | 0.12% | 73 |
|
|
2019
Q4 | $198K | Buy |
+3,310
| New | +$198K | 0.14% | 65 |
|