Integrated Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-147
| Closed | -$16K | – | 615 |
|
|
2016
Q3 | $16K | Hold |
147
| – | – | 0.01% | 658 |
|
|
2016
Q2 | $16K | Hold |
147
| – | – | 0.01% | 642 |
|
|
2016
Q1 | $15K | Sell |
147
-69
| -32% | -$7.04K | 0.01% | 610 |
|
|
2015
Q4 | $21K | Hold |
216
| – | – | 0.01% | 574 |
|
|
2015
Q3 | $19K | Buy |
216
+69
| +47% | +$6.07K | 0.01% | 594 |
|
|
2015
Q2 | $15K | Sell |
147
-11
| -7% | -$1.12K | 0.01% | 687 |
|
|
2015
Q1 | $15K | Buy |
+158
| New | +$15K | 0.01% | 650 |
|