One Wealth Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,654
| Closed | -$694K | – | 123 |
|
|
2019
Q2 | $694K | Sell |
2,654
-659
| -20% | -$172K | 0.57% | 19 |
|
|
2019
Q1 | $866K | Buy |
3,313
+2,107
| +175% | +$551K | 0.71% | 14 |
|
|
2018
Q4 | $237K | Sell |
1,206
-1,863
| -61% | -$366K | 0.24% | 76 |
|
|
2018
Q3 | $698K | Buy |
3,069
+2,017
| +192% | +$459K | 0.53% | 24 |
|
|
2018
Q2 | $215K | Buy |
+1,052
| New | +$215K | 0.17% | 119 |
|