Dynamic Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-8,452
| Closed | -$1.2M | – | 273 |
|
|
2017
Q3 | $1.2M | Sell |
8,452
-91,317
| -92% | -$13M | 0.34% | 78 |
|
|
2017
Q2 | $13.3M | Buy |
99,769
+6,484
| +7% | +$861K | 2.99% | 5 |
|
|
2017
Q1 | $10.8M | Buy |
93,285
+88,594
| +1,889% | +$10.3M | 1.75% | 8 |
|
|
2016
Q4 | $538K | Buy |
+4,691
| New | +$538K | 0.06% | 316 |
|
|
2016
Q2 | – | Sell |
-4,169
| Closed | -$434K | – | 443 |
|
|
2016
Q1 | $434K | Buy |
4,169
+486
| +13% | +$50.6K | 0.16% | 187 |
|
|
2015
Q4 | $355K | Buy |
+3,683
| New | +$355K | 0.17% | 214 |
|
|
2015
Q1 | – | Sell |
-3,140
| Closed | -$289K | – | 299 |
|
|
2014
Q4 | $289K | Buy |
+3,140
| New | +$289K | 0.15% | 186 |
|
|
2014
Q3 | – | Sell |
-6,866
| Closed | -$553K | – | 386 |
|
|
2014
Q2 | $553K | Sell |
6,866
-2,373
| -26% | -$191K | 0.16% | 233 |
|
|
2014
Q1 | $718K | Sell |
9,239
-4,161
| -31% | -$323K | 0.23% | 135 |
|
|
2013
Q4 | $1.02M | Buy |
+13,400
| New | +$1.02M | 0.19% | 176 |
|