MYCIO Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,600
| Closed | -$227K | – | 255 |
|
|
2017
Q3 | $227K | Hold |
1,600
| – | – | 0.03% | 220 |
|
|
2017
Q2 | $212K | Sell |
1,600
-237
| -13% | -$31.4K | 0.02% | 213 |
|
|
2017
Q1 | $213K | Buy |
+1,837
| New | +$213K | 0.03% | 221 |
|
|
2016
Q4 | – | Sell |
-2,133
| Closed | -$235K | – | 433 |
|
|
2016
Q3 | $235K | Buy |
2,133
+533
| +33% | +$58.7K | 0.04% | 156 |
|
|
2016
Q2 | $179K | Hold |
1,600
| – | – | 0.03% | 185 |
|
|
2016
Q1 | $166K | Hold |
1,600
| – | – | 0.03% | 173 |
|
|
2015
Q4 | $154K | Hold |
1,600
| – | – | 0.03% | 170 |
|
|
2015
Q3 | $142K | Hold |
1,600
| – | – | 0.03% | 164 |
|
|
2015
Q2 | $161K | Hold |
1,600
| – | – | 0.03% | 159 |
|
|
2015
Q1 | $155K | Hold |
1,600
| – | – | 0.03% | 168 |
|
|
2014
Q4 | $148K | Hold |
1,600
| – | – | 0.03% | 165 |
|
|
2014
Q3 | $140K | Hold |
1,600
| – | – | 0.03% | 159 |
|
|
2014
Q2 | $129K | Hold |
1,600
| – | – | 0.03% | 172 |
|
|
2014
Q1 | $124K | Hold |
1,600
| – | – | 0.03% | 171 |
|
|
2013
Q4 | $122K | Hold |
1,600
| – | – | 0.03% | 167 |
|
|
2013
Q3 | $106K | Hold |
1,600
| – | – | 0.03% | 167 |
|
|
2013
Q2 | $98K | Buy |
+1,600
| New | +$98K | 0.03% | 169 |
|