Advantage Investment Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-44
| Closed | -$5K | – | 1008 |
|
|
2016
Q4 | $5K | Hold |
44
| – | – | ﹤0.01% | 748 |
|
|
2016
Q3 | $5K | Sell |
44
-578
| -93% | -$65.7K | ﹤0.01% | 732 |
|
|
2016
Q2 | $69K | Buy |
622
+44
| +8% | +$4.88K | 0.03% | 294 |
|
|
2016
Q1 | $60K | Hold |
578
| – | – | 0.03% | 297 |
|
|
2015
Q4 | $56K | Sell |
578
-4
| -0.7% | -$388 | 0.03% | 316 |
|
|
2015
Q3 | $52K | Sell |
582
-45
| -7% | -$4.02K | 0.03% | 306 |
|
|
2015
Q2 | $63K | Buy |
627
+44
| +8% | +$4.42K | 0.03% | 303 |
|
|
2015
Q1 | $57K | Hold |
583
| – | – | 0.03% | 308 |
|
|
2014
Q4 | $54K | Buy |
+583
| New | +$54K | 0.04% | 301 |
|