Thomas J. Herzfeld Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-33
| Closed | -$8K | – | 315 |
|
|
2020
Q1 | $8K | Buy |
33
+8
| +32% | +$1.94K | ﹤0.01% | 179 |
|
|
2019
Q4 | $7K | Buy |
25
+1
| +4% | +$280 | ﹤0.01% | 218 |
|
|
2019
Q3 | $6K | Sell |
24
-6
| -20% | -$1.5K | ﹤0.01% | 239 |
|
|
2019
Q2 | $8K | Sell |
30
-4
| -12% | -$1.07K | ﹤0.01% | 232 |
|
|
2019
Q1 | $9K | Buy |
34
+8
| +31% | +$2.12K | ﹤0.01% | 250 |
|
|
2018
Q4 | $5K | Hold |
26
| – | – | ﹤0.01% | 275 |
|
|
2018
Q3 | $6K | Hold |
26
| – | – | ﹤0.01% | 258 |
|
|
2018
Q2 | $5K | Buy |
+26
| New | +$5K | ﹤0.01% | 287 |
|