Partnervest Advisory Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $339K | Sell |
1,040
-15
| -1% | -$4.89K | 0.11% | 160 |
|
|
2020
Q2 | $313K | Buy |
1,055
+43
| +4% | +$12.8K | 0.12% | 142 |
|
|
2020
Q1 | $233K | Buy |
+1,012
| New | +$233K | 0.1% | 161 |
|
|
2014
Q3 | – | Sell |
-79
| Closed | -$6K | – | 461 |
|
|
2014
Q2 | $6K | Hold |
79
| – | – | ﹤0.01% | 784 |
|
|
2014
Q1 | $6K | Hold |
79
| – | – | ﹤0.01% | 758 |
|
|
2013
Q4 | $6K | Sell |
79
-28
| -26% | -$2.13K | ﹤0.01% | 737 |
|
|
2013
Q3 | $7K | Hold |
107
| – | – | ﹤0.01% | 717 |
|
|
2013
Q2 | $7K | Buy |
+107
| New | +$7K | ﹤0.01% | 663 |
|