JOYN Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-539
| Closed | -$106K | – | 716 |
|
|
2018
Q4 | $106K | Buy |
539
+4
| +0.7% | +$787 | 0.02% | 188 |
|
|
2018
Q3 | $122K | Sell |
535
-107
| -17% | -$24.4K | 0.02% | 192 |
|
|
2018
Q2 | $131K | Sell |
642
-103
| -14% | -$21K | 0.03% | 177 |
|
|
2018
Q1 | $129K | Buy |
+745
| New | +$129K | 0.03% | 194 |
|