Squar Milner Financial Services’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-25
| Closed | -$7K | – | 452 |
|
2019
Q2 | $7K | Hold |
25
| – | – | ﹤0.01% | 553 |
|
2019
Q1 | $6K | Sell |
25
-50
| -67% | -$12K | ﹤0.01% | 624 |
|
2018
Q4 | $15K | Hold |
75
| – | – | 0.01% | 425 |
|
2018
Q3 | $17K | Buy |
75
+25
| +50% | +$5.67K | 0.02% | 430 |
|
2018
Q2 | $10K | Buy |
+50
| New | +$10K | 0.01% | 582 |
|