WEPOG
Wealth Enhancement & Preservation of GA’s Intel INTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,906
| Closed | -$358K | – | 52 |
|
|
2022
Q3 | $358K | Sell |
13,906
-13,913
| -50% | -$358K | 0.57% | 46 |
|
|
2022
Q2 | $1.05M | Buy |
27,819
+1,824
| +7% | +$68.6K | 1.11% | 34 |
|
|
2022
Q1 | $1.29M | Buy |
25,995
+2,442
| +10% | +$121K | 0.99% | 33 |
|
|
2021
Q4 | $1.21M | Buy |
23,553
+1,033
| +5% | +$53.2K | 0.82% | 32 |
|
|
2021
Q3 | $1.2M | Buy |
22,520
+2,026
| +10% | +$108K | 0.92% | 26 |
|
|
2021
Q2 | $1.15M | Buy |
20,494
+1,453
| +8% | +$81.6K | 0.85% | 30 |
|
|
2021
Q1 | $1.24M | Sell |
19,041
-583
| -3% | -$38K | 0.96% | 22 |
|
|
2020
Q4 | $978K | Buy |
19,624
+6,655
| +51% | +$332K | 0.84% | 27 |
|
|
2020
Q3 | $661K | Buy |
12,969
+4,040
| +45% | +$206K | 0.68% | 36 |
|
|
2020
Q2 | $517K | Sell |
8,929
-4,441
| -33% | -$257K | 0.64% | 28 |
|
|
2020
Q1 | $689K | Sell |
13,370
-17,594
| -57% | -$907K | 0.65% | 21 |
|
|
2019
Q4 | $1.84M | Buy |
+30,964
| New | +$1.84M | 0.94% | 17 |
|