Capital Impact Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,359
| Closed | -$2.07M | – | 112 |
|
|
2020
Q3 | $2.07M | Hold |
6,359
| – | – | 0.61% | 78 |
|
|
2020
Q2 | $1.88M | Sell |
6,359
-918
| -13% | -$272K | 0.63% | 80 |
|
|
2020
Q1 | $1.67M | Buy |
+7,277
| New | +$1.67M | 0.7% | 65 |
|
|
2016
Q2 | – | Sell |
-5,646
| Closed | -$587K | – | 229 |
|
|
2016
Q1 | $587K | Sell |
5,646
-3,902
| -41% | -$406K | 0.28% | 193 |
|
|
2015
Q4 | $921K | Hold |
9,548
| – | – | 0.44% | 81 |
|
|
2015
Q3 | $847K | Sell |
9,548
-4,642
| -33% | -$412K | 0.43% | 74 |
|
|
2015
Q2 | $1.43M | Hold |
14,190
| – | – | 0.65% | 38 |
|
|
2015
Q1 | $1.38M | Buy |
+14,190
| New | +$1.38M | 0.63% | 38 |
|