Covestor’s Intapp INTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88K | Sell |
1,697
-268
| -14% | -$13.9K | 0.05% | 620 |
|
|
2025
Q1 | $115K | Sell |
1,965
-116
| -6% | -$6.79K | 0.08% | 394 |
|
|
2024
Q4 | $133K | Sell |
2,081
-337
| -14% | -$21.5K | 0.08% | 345 |
|
|
2024
Q3 | $116K | Buy |
2,418
+177
| +8% | +$8.49K | 0.07% | 439 |
|
|
2024
Q2 | $82K | Sell |
2,241
-154
| -6% | -$5.64K | 0.05% | 606 |
|
|
2024
Q1 | $82K | Buy |
2,395
+819
| +52% | +$28K | 0.05% | 647 |
|
|
2023
Q4 | $60K | Buy |
1,576
+1,126
| +250% | +$42.9K | 0.04% | 766 |
|
|
2023
Q3 | $15K | Buy |
450
+178
| +65% | +$5.93K | 0.01% | 1230 |
|
|
2023
Q2 | $11K | Buy |
272
+263
| +2,922% | +$10.6K | 0.01% | 1388 |
|
|
2023
Q1 | $0 | Buy |
9
+1
| +13% | – | ﹤0.01% | 2296 |
|
|
2022
Q4 | $0 | Sell |
8
-1
| -11% | – | ﹤0.01% | 2316 |
|
|
2022
Q3 | $0 | Sell |
9
-1
| -10% | – | ﹤0.01% | 2275 |
|
|
2022
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2115 |
|