Clearview Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17
| Closed | -$7.84K | – | 364 |
|
|
2023
Q2 | $7.84K | Hold |
17
| – | – | 0.01% | 389 |
|
|
2023
Q1 | $7.62K | Hold |
17
| – | – | 0.01% | 397 |
|
|
2022
Q4 | $6.64K | Hold |
17
| – | – | 0.01% | 369 |
|
|
2022
Q3 | $7K | Sell |
17
-59
| -78% | -$24.3K | 0.01% | 379 |
|
|
2022
Q2 | $30K | Hold |
76
| – | – | 0.02% | 231 |
|
|
2022
Q1 | $37K | Hold |
76
| – | – | 0.02% | 231 |
|
|
2021
Q4 | $49K | Sell |
76
-1
| -1% | -$645 | 0.03% | 232 |
|
|
2021
Q3 | $41K | Buy |
77
+1
| +1% | +$532 | 0.03% | 250 |
|
|
2021
Q2 | $37K | Hold |
76
| – | – | 0.02% | 274 |
|
|
2021
Q1 | $29K | Hold |
76
| – | – | 0.02% | 291 |
|
|
2020
Q4 | $29K | Buy |
+76
| New | +$29K | 0.02% | 256 |
|