Steel Grove Capital Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$591K | – | 186 |
|
|
2018
Q4 | $591K | Sell |
3,000
-9
| -0.3% | -$1.77K | 0.08% | 181 |
|
|
2018
Q3 | $684K | Buy |
3,009
+9
| +0.3% | +$2.05K | 0.1% | 166 |
|
|
2018
Q2 | $613K | Hold |
3,000
| – | – | 0.1% | 170 |
|
|
2018
Q1 | $520K | Hold |
3,000
| – | – | 0.08% | 205 |
|
|
2017
Q4 | $473K | Hold |
3,000
| – | – | 0.07% | 203 |
|
|
2017
Q3 | $426K | Hold |
3,000
| – | – | 0.08% | 183 |
|
|
2017
Q2 | $398K | Hold |
3,000
| – | – | 0.07% | 203 |
|
|
2017
Q1 | $348K | Hold |
3,000
| – | – | 0.06% | 216 |
|
|
2016
Q4 | $344K | Hold |
3,000
| – | – | 0.07% | 188 |
|
|
2016
Q3 | $330K | Hold |
3,000
| – | – | 0.07% | 140 |
|
|
2016
Q2 | $335K | Hold |
3,000
| – | – | 0.08% | 125 |
|
|
2016
Q1 | $312K | Hold |
3,000
| – | – | 0.08% | 129 |
|
|
2015
Q4 | $290K | Hold |
3,000
| – | – | 0.07% | 152 |
|
|
2015
Q3 | $266K | Hold |
3,000
| – | – | 0.07% | 148 |
|
|
2015
Q2 | $302K | Hold |
3,000
| – | – | 0.07% | 131 |
|
|
2015
Q1 | $291K | Buy |
+3,000
| New | +$291K | 0.07% | 112 |
|
|
2014
Q3 | $263K | Hold |
3,000
| – | – | 0.06% | 116 |
|
|
2014
Q2 | $242K | Hold |
3,000
| – | – | 0.06% | 121 |
|
|
2014
Q1 | $233K | Hold |
3,000
| – | – | 0.06% | 124 |
|
|
2013
Q4 | $229K | Buy |
+3,000
| New | +$229K | 0.06% | 122 |
|