KFS
Kaizen Financial Strategies’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-670
| Closed | -$320K | – | 117 |
|
|
2023
Q2 | $320K | Hold |
670
| – | – | 0.27% | 63 |
|
|
2023
Q1 | $299K | Hold |
670
| – | – | 0.29% | 57 |
|
|
2022
Q4 | $263K | Sell |
670
-62
| -8% | -$24.4K | 0.26% | 90 |
|
|
2022
Q3 | $284K | Sell |
732
-13
| -2% | -$5.04K | 0.29% | 79 |
|
|
2022
Q2 | $287K | Sell |
745
-9
| -1% | -$3.47K | 0.28% | 83 |
|
|
2022
Q1 | $363K | Buy |
754
+277
| +58% | +$133K | 0.28% | 82 |
|
|
2021
Q4 | $307K | Sell |
477
-11
| -2% | -$7.08K | 0.23% | 101 |
|
|
2021
Q3 | $263K | Buy |
+488
| New | +$263K | 0.21% | 119 |
|