First Allied Advisory Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $537K | Buy |
1,645
+214
| +15% | +$69.9K | 0.02% | 676 |
|
|
2020
Q2 | $424K | Buy |
1,431
+462
| +48% | +$137K | 0.02% | 704 |
|
|
2020
Q1 | $223K | Sell |
969
-17
| -2% | -$3.91K | 0.01% | 890 |
|
|
2019
Q4 | $260K | Buy |
986
+130
| +15% | +$34.3K | 0.01% | 1002 |
|
|
2019
Q3 | $231K | Buy |
856
+14
| +2% | +$3.78K | 0.01% | 1022 |
|
|
2019
Q2 | $220K | Buy |
842
+9
| +1% | +$2.35K | 0.01% | 1048 |
|
|
2019
Q1 | $218K | Buy |
+833
| New | +$218K | 0.01% | 1020 |
|
|
2018
Q3 | – | Sell |
-1,369
| Closed | -$279K | – | 1212 |
|
|
2018
Q2 | $279K | Buy |
1,369
+37
| +3% | +$7.54K | 0.01% | 908 |
|
|
2018
Q1 | $232K | Sell |
1,332
-797
| -37% | -$139K | 0.01% | 976 |
|
|
2017
Q4 | $340K | Buy |
2,129
+55
| +3% | +$8.78K | 0.01% | 818 |
|
|
2017
Q3 | $296K | Buy |
+2,074
| New | +$296K | 0.01% | 815 |
|
|
2015
Q4 | – | Sell |
-2,561
| Closed | -$226K | – | 1126 |
|
|
2015
Q3 | $226K | Buy |
2,561
+64
| +3% | +$5.65K | 0.01% | 859 |
|
|
2015
Q2 | $257K | Buy |
+2,497
| New | +$257K | 0.01% | 888 |
|