WAM
Worth Asset Management’s Intel INTC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-55,332
| Closed | -$2.78M | – | 132 |
|
2023
Q4 | $2.78M | Buy |
+55,332
| New | +$2.78M | 1.99% | 10 |
|
2023
Q2 | – | Sell |
-164
| Closed | -$5.36K | – | 496 |
|
2023
Q1 | $5.36K | Hold |
164
| – | – | ﹤0.01% | 368 |
|
2022
Q4 | $4.34K | Hold |
164
| – | – | ﹤0.01% | 378 |
|
2022
Q3 | $4K | Hold |
164
| – | – | ﹤0.01% | 365 |
|
2022
Q2 | $6K | Hold |
164
| – | – | ﹤0.01% | 393 |
|
2022
Q1 | $7K | Buy |
+164
| New | +$7K | ﹤0.01% | 375 |
|