Wealthquest’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,332
| Closed | -$207K | – | 125 |
|
|
2023
Q1 | $207K | Buy |
+6,332
| New | +$207K | 0.03% | 118 |
|
|
2015
Q2 | – | Sell |
-6,405
| Closed | -$200K | – | 50 |
|
|
2015
Q1 | $200K | Sell |
6,405
-2,546
| -28% | -$79.5K | 0.29% | 48 |
|
|
2014
Q4 | $325K | Buy |
+8,951
| New | +$325K | 0.33% | 32 |
|