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