BAM
Bruderman Asset Management’s Intuit INTU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-320
| Closed | -$206K | – | 80 |
|
2021
Q4 | $206K | Buy |
+320
| New | +$206K | 0.16% | 103 |
|
2019
Q2 | – | Sell |
-302
| Closed | -$79K | – | 324 |
|
2019
Q1 | $79K | Buy |
302
+1
| +0.3% | +$262 | 0.02% | 222 |
|
2018
Q4 | $59K | Buy |
+301
| New | +$59K | 0.02% | 227 |
|