Cascadia Advisory Services’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$2.85M Sell
5,281
-788
-13% -$425K 0.58% 50
2021
Q2
$2.98M Buy
6,069
+62
+1% +$30.4K 0.64% 39
2021
Q1
$2.3M Buy
+6,007
New +$2.3M 0.51% 63
2020
Q3
$1.6M Buy
+4,909
New +$1.6M 0.45% 62