CPA
Clear Perspective Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $515K | Sell |
801
-297
| -27% | -$191K | 0.16% | 98 |
|
|
2021
Q3 | $592K | Sell |
1,098
-65
| -6% | -$35K | 0.2% | 82 |
|
|
2021
Q2 | $570K | Buy |
1,163
+332
| +40% | +$163K | 0.2% | 80 |
|
|
2021
Q1 | $318K | Hold |
831
| – | – | 0.12% | 116 |
|
|
2020
Q4 | $316K | Sell |
831
-14
| -2% | -$5.32K | 0.13% | 111 |
|
|
2020
Q3 | $364 | Sell |
845
-309
| -27% | -$133 | 0.17% | 97 |
|
|
2020
Q2 | $342K | Buy |
+1,154
| New | +$342K | 0.19% | 88 |
|