BWA

Burt Wealth Advisors’s Intuit INTU Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-98	Closed	-$37K	–	218
2020 Q4	$37K	Hold	98	–	–	0.01%	202
2020 Q3	$32K	Hold	98	–	–	0.01%	210
2020 Q2	$29K	Hold	98	–	–	0.01%	210
2020 Q1	$22K	Hold	98	–	–	0.01%	219
2019 Q4	$26K	Hold	98	–	–	0.01%	219
2019 Q3	$26K	Hold	98	–	–	0.01%	215
2019 Q2	$26K	Hold	98	–	–	0.01%	215
2019 Q1	$26K	Hold	98	–	–	0.01%	216
2018 Q4	$19K	Hold	98	–	–	0.01%	240
2018 Q3	$22K	Hold	98	–	–	0.01%	246
2018 Q2	$20K	Hold	98	–	–	0.01%	246
2018 Q1	$17K	Hold	98	–	–	0.01%	262
2017 Q4	$15K	Hold	98	–	–	0.01%	256
2017 Q3	$14K	Hold	98	–	–	0.01%	251
2017 Q2	$12K	Hold	98	–	–	0.01%	284
2017 Q1	$11K	Hold	98	–	–	0.01%	255
2016 Q4	$11K	Buy	+98	New	+$11K	0.01%	272
2016 Q1	–	Sell	-100	Closed	-$9K	–	695
2015 Q4	$9K	Hold	100	–	–	0.01%	285
2015 Q3	$8K	Buy	+100	New	+$8K	0.01%	269