Sun Life Financial’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-164
| Closed | -$63K | – | 281 |
|
|
2021
Q1 | $63K | Buy |
164
+8
| +5% | +$3.07K | 0.01% | 165 |
|
|
2020
Q4 | $59K | Sell |
156
-3
| -2% | -$1.14K | 0.01% | 157 |
|
|
2020
Q3 | $52K | Buy |
159
+4
| +3% | +$1.31K | 0.01% | 157 |
|
|
2020
Q2 | $46K | Sell |
155
-2
| -1% | -$594 | 0.01% | 151 |
|
|
2020
Q1 | $36K | Buy |
157
+4
| +3% | +$917 | 0.01% | 149 |
|
|
2019
Q4 | $40K | Sell |
153
-60
| -28% | -$15.7K | 0.01% | 156 |
|
|
2019
Q3 | $57K | Buy |
213
+3
| +1% | +$803 | 0.01% | 279 |
|
|
2019
Q2 | $55K | Sell |
210
-230
| -52% | -$60.2K | 0.01% | 283 |
|
|
2019
Q1 | $115K | Sell |
440
-273
| -38% | -$71.4K | 0.03% | 256 |
|
|
2018
Q4 | $140K | Buy |
713
+5
| +0.7% | +$982 | 0.03% | 245 |
|
|
2018
Q3 | $161K | Buy |
708
+48
| +7% | +$10.9K | 0.03% | 269 |
|
|
2018
Q2 | $135K | Buy |
660
+468
| +244% | +$95.7K | 0.02% | 284 |
|
|
2018
Q1 | $1.11K | Sell |
192
-340
| -64% | -$1.97K | 0.01% | 314 |
|
|
2017
Q4 | $84K | Sell |
532
-1,260
| -70% | -$199K | 0.01% | 207 |
|
|
2017
Q3 | $255K | Buy |
1,792
+19
| +1% | +$2.7K | 0.03% | 197 |
|
|
2017
Q2 | $235K | Buy |
1,773
+1,758
| +11,720% | +$233K | 0.03% | 205 |
|
|
2017
Q1 | $131 | Hold |
15
| – | – | ﹤0.01% | 352 |
|
|
2016
Q4 | $131 | Buy |
+15
| New | +$131 | ﹤0.01% | 307 |
|