Security National Trust’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-700
| Closed | -$207K | – | 417 |
|
|
2020
Q2 | $207K | Hold |
700
| – | – | 0.06% | 147 |
|
|
2020
Q1 | $161K | Buy |
700
+150
| +27% | +$34.5K | 0.06% | 155 |
|
|
2019
Q4 | $144K | Buy |
550
+200
| +57% | +$52.4K | 0.04% | 187 |
|
|
2019
Q3 | $93K | Hold |
350
| – | – | 0.03% | 211 |
|
|
2019
Q2 | $91K | Hold |
350
| – | – | 0.03% | 216 |
|
|
2019
Q1 | $91K | Buy |
+350
| New | +$91K | 0.03% | 213 |
|