Evolution Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-37
| Closed | -$20K | – | 385 |
|
2021
Q3 | $20K | Hold |
37
| – | – | ﹤0.01% | 314 |
|
2021
Q2 | $18K | Hold |
37
| – | – | ﹤0.01% | 317 |
|
2021
Q1 | $14K | Hold |
37
| – | – | ﹤0.01% | 356 |
|
2020
Q4 | $14K | Hold |
37
| – | – | ﹤0.01% | 313 |
|
2020
Q3 | $12K | Hold |
37
| – | – | ﹤0.01% | 330 |
|
2020
Q2 | $11K | Buy |
+37
| New | +$11K | ﹤0.01% | 274 |
|
2020
Q1 | – | Sell |
-43
| Closed | -$11K | – | 478 |
|
2019
Q4 | $11K | Buy |
43
+6
| +16% | +$1.54K | ﹤0.01% | 285 |
|
2019
Q3 | $10K | Hold |
37
| – | – | ﹤0.01% | 173 |
|
2019
Q2 | $10K | Buy |
+37
| New | +$10K | ﹤0.01% | 175 |
|