LWP
Lumature Wealth Partners’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $67.4K | Sell |
147
-1
| -0.7% | -$458 | 0.04% | 210 |
|
|
2023
Q1 | $66K | Sell |
148
-7
| -5% | -$3.12K | 0.04% | 207 |
|
|
2022
Q4 | $60.3K | Sell |
155
-15
| -9% | -$5.84K | 0.03% | 209 |
|
|
2022
Q3 | $66K | Sell |
170
-10
| -6% | -$3.88K | 0.04% | 215 |
|
|
2022
Q2 | $69K | Sell |
180
-1,545
| -90% | -$592K | 0.03% | 218 |
|
|
2022
Q1 | $830K | Sell |
1,725
-136
| -7% | -$65.4K | 0.33% | 65 |
|
|
2021
Q4 | $1.2M | Buy |
1,861
+62
| +3% | +$39.9K | 0.47% | 46 |
|
|
2021
Q3 | $971K | Buy |
1,799
+53
| +3% | +$28.6K | 0.4% | 53 |
|
|
2021
Q2 | $856K | Buy |
1,746
+100
| +6% | +$49K | 0.35% | 58 |
|
|
2021
Q1 | $631K | Buy |
+1,646
| New | +$631K | 0.33% | 65 |
|