Atlas Private Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-102
| Closed | -$39K | – | 235 |
|
|
2021
Q1 | $39K | Hold |
102
| – | – | 0.02% | 209 |
|
|
2020
Q4 | $39K | Hold |
102
| – | – | 0.03% | 213 |
|
|
2020
Q3 | $33K | Sell |
102
-32
| -24% | -$10.4K | 0.03% | 213 |
|
|
2020
Q2 | $40K | Buy |
134
+22
| +20% | +$6.57K | 0.03% | 211 |
|
|
2020
Q1 | $26K | Buy |
112
+12
| +12% | +$2.79K | 0.02% | 224 |
|
|
2019
Q4 | $26K | Buy |
+100
| New | +$26K | 0.02% | 260 |
|