Shine Investment 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 | $440K | Buy |
1,348
+1,059
| +366% | +$346K | 0.15% | 73 |
|
2020
Q2 | $86K | Buy |
289
+11
| +4% | +$3.27K | 0.03% | 213 |
|
2020
Q1 | $64K | Buy |
278
+44
| +19% | +$10.1K | 0.03% | 236 |
|
2019
Q4 | $61K | Sell |
234
-10
| -4% | -$2.61K | 0.02% | 280 |
|
2019
Q3 | $65K | Buy |
244
+2
| +0.8% | +$533 | 0.03% | 258 |
|
2019
Q2 | $63K | Sell |
242
-166
| -41% | -$43.2K | 0.03% | 262 |
|
2019
Q1 | $107K | Sell |
408
-455
| -53% | -$119K | 0.05% | 176 |
|
2018
Q4 | $170K | Buy |
863
+99
| +13% | +$19.5K | 0.08% | 117 |
|
2018
Q3 | $174K | Sell |
764
-49
| -6% | -$11.2K | 0.09% | 117 |
|
2018
Q2 | $166K | Buy |
813
+8
| +1% | +$1.63K | 0.08% | 120 |
|
2018
Q1 | $140K | Hold |
805
| – | – | 0.07% | 120 |
|
2017
Q4 | $127K | Sell |
805
-20
| -2% | -$3.16K | 0.06% | 135 |
|
2017
Q3 | $117K | Sell |
825
-101
| -11% | -$14.3K | 0.06% | 148 |
|
2017
Q2 | $123K | Buy |
+926
| New | +$123K | 0.06% | 130 |
|