SWM
Selective Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-26
| Closed | -$10K | – | 412 |
|
|
2022
Q3 | $10K | Buy |
26
+4
| +18% | +$1.54K | ﹤0.01% | 520 |
|
|
2022
Q2 | $8K | Hold |
22
| – | – | ﹤0.01% | 584 |
|
|
2022
Q1 | $11K | Hold |
22
| – | – | ﹤0.01% | 526 |
|
|
2021
Q4 | $14K | Hold |
22
| – | – | 0.01% | 449 |
|
|
2021
Q3 | $12K | Hold |
22
| – | – | 0.01% | 413 |
|
|
2021
Q2 | $11K | Hold |
22
| – | – | 0.01% | 332 |
|
|
2021
Q1 | $8K | Hold |
22
| – | – | 0.01% | 276 |
|
|
2020
Q4 | $8K | Hold |
22
| – | – | 0.01% | 262 |
|
|
2020
Q3 | $7K | Hold |
22
| – | – | 0.01% | 223 |
|
|
2020
Q2 | $7K | Hold |
22
| – | – | 0.01% | 263 |
|
|
2020
Q1 | $5K | Hold |
22
| – | – | 0.01% | 204 |
|
|
2019
Q4 | $6K | Hold |
22
| – | – | 0.01% | 202 |
|
|
2019
Q3 | $6K | Buy |
+22
| New | +$6K | 0.01% | 205 |
|