Concert Wealth Management’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,892	Closed	-$219K	–	498
2016 Q4	$219K	Sell	1,892 -67	-3%	-$7.76K	0.05%	434
2016 Q3	$217K	Sell	1,959 -155	-7%	-$17.2K	0.03%	614
2016 Q2	$238K	Buy	2,114 +147	+7%	+$16.6K	0.03%	542
2016 Q1	$204K	Buy	+1,967	New	+$204K	0.03%	585