SWAG
Spectrum Wealth Advisory Group’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,231
| Closed | -$322K | – | 29 |
|
|
2019
Q4 | $322K | Buy |
1,231
+2
| +0.2% | +$523 | 0.58% | 23 |
|
|
2019
Q3 | $327K | Buy |
1,229
+1
| +0.1% | +$266 | 0.65% | 23 |
|
|
2019
Q2 | $321K | Buy |
1,228
+1
| +0.1% | +$261 | 0.66% | 27 |
|
|
2019
Q1 | $321K | Buy |
+1,227
| New | +$321K | 0.5% | 25 |
|