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Lucia Wealth Services’s Intuit INTU Stock Holding History

Lucia Wealth Services’s Portfolio INTU Stock Details INTU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$797K Buy
2,442
+146
+6% +$47.7K 0.19% 89
2020
Q2 		$680K Sell
2,296
-113
-5% -$33.5K 0.18% 90
2020
Q1 		$554K Buy
+2,409
New +$554K 0.18% 97