Wellesley Investment Partners’s Intel INTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $636K | Sell |
12,298
-585
| -5% | -$30.3K | 0.22% | 46 |
|
|
2020
Q2 | $770K | Buy |
12,883
+4,633
| +56% | +$277K | 0.27% | 40 |
|
|
2020
Q1 | $446K | Buy |
8,250
+86
| +1% | +$4.65K | 0.18% | 60 |
|
|
2019
Q4 | $488K | Sell |
8,164
-2,400
| -23% | -$143K | 0.15% | 74 |
|
|
2019
Q3 | $544K | Sell |
10,564
-282
| -3% | -$14.5K | 0.18% | 68 |
|
|
2019
Q2 | $519K | Buy |
10,846
+35
| +0.3% | +$1.68K | 0.18% | 69 |
|
|
2019
Q1 | $580K | Sell |
10,811
-198
| -2% | -$10.6K | 0.2% | 73 |
|
|
2018
Q4 | $516K | Sell |
11,009
-70
| -0.6% | -$3.28K | 0.18% | 75 |
|
|
2018
Q3 | $523K | Hold |
11,079
| – | – | 0.17% | 75 |
|
|
2018
Q2 | $550K | Buy |
11,079
+66
| +0.6% | +$3.28K | 0.19% | 75 |
|
|
2018
Q1 | $573K | Buy |
11,013
+1,010
| +10% | +$52.6K | 0.21% | 77 |
|
|
2017
Q4 | $461K | Buy |
10,003
+150
| +2% | +$6.91K | 0.17% | 79 |
|
|
2017
Q3 | $375K | Buy |
9,853
+400
| +4% | +$15.2K | 0.15% | 84 |
|
|
2017
Q2 | $318K | Hold |
9,453
| – | – | 0.13% | 87 |
|
|
2017
Q1 | $340K | Hold |
9,453
| – | – | 0.15% | 85 |
|
|
2016
Q4 | $342K | Buy |
9,453
+2,329
| +33% | +$84.3K | 0.17% | 80 |
|
|
2016
Q3 | $268K | Sell |
7,124
-610
| -8% | -$22.9K | 0.14% | 86 |
|
|
2016
Q2 | $253K | Buy |
+7,734
| New | +$253K | 0.14% | 84 |
|