IWA
IBEX Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-769
| Closed | -$505K | – | 169 |
|
|
2024
Q2 | $505K | Buy |
+769
| New | +$505K | 0.08% | 93 |
|
|
2019
Q3 | – | Sell |
-186
| Closed | -$48K | – | 207 |
|
|
2019
Q2 | $48K | Buy |
+186
| New | +$48K | 0.01% | 224 |
|
|
2018
Q1 | – | Sell |
-7,588
| Closed | -$1.25M | – | 102 |
|
|
2017
Q4 | $1.25M | Buy |
+7,588
| New | +$1.25M | 0.55% | 55 |
|