Lenox Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3K | Sell |
7
-3
| -30% | -$1.29K | ﹤0.01% | 605 |
|
|
2021
Q4 | $6K | Buy |
10
+8
| +400% | +$4.8K | ﹤0.01% | 574 |
|
|
2021
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 676 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | -$1K | – | 690 |
|
|
2020
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 696 |
|
|
2019
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 682 |
|
|
2018
Q3 | – | Sell |
-96
| Closed | -$20K | – | 464 |
|
|
2018
Q2 | $20K | Sell |
96
-31
| -24% | -$6.46K | ﹤0.01% | 258 |
|
|
2018
Q1 | $22K | Buy |
127
+96
| +310% | +$16.6K | 0.01% | 262 |
|
|
2017
Q4 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 221 |
|
|
2013
Q3 | – | Sell |
-130
| Closed | -$8K | – | 273 |
|
|
2013
Q2 | $8K | Buy |
+130
| New | +$8K | 0.01% | 129 |
|