WealthShield Partners’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-59
Closed -$29K 474
2021
Q2
$29K Buy
59
+14
+31% +$6.88K ﹤0.01% 585
2021
Q1
$17K Sell
45
-1,420
-97% -$536K ﹤0.01% 693
2020
Q4
$557K Buy
1,465
+123
+9% +$46.8K 0.1% 157
2020
Q3
$438K Buy
1,342
+6
+0.4% +$1.96K 0.15% 145
2020
Q2
$396K Buy
+1,336
New +$396K 0.18% 121