WealthTrust-Arizona’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-775
| Closed | -$81K | – | 604 |
|
|
2016
Q1 | $81K | Hold |
775
| – | – | 0.05% | 104 |
|
|
2015
Q4 | $75K | Hold |
775
| – | – | 0.05% | 116 |
|
|
2015
Q3 | $69K | Hold |
775
| – | – | 0.04% | 115 |
|
|
2015
Q2 | $78K | Hold |
775
| – | – | 0.05% | 112 |
|
|
2015
Q1 | $75K | Sell |
775
-158
| -17% | -$15.3K | 0.05% | 121 |
|
|
2014
Q4 | $86K | Sell |
933
-942
| -50% | -$86.8K | 0.07% | 111 |
|
|
2014
Q3 | $164K | Sell |
1,875
-60
| -3% | -$5.25K | 0.18% | 68 |
|
|
2014
Q2 | $156K | Buy |
1,935
+359
| +23% | +$28.9K | 0.17% | 71 |
|
|
2014
Q1 | $123K | Hold |
1,576
| – | – | 0.14% | 82 |
|
|
2013
Q4 | $120K | Buy |
1,576
+665
| +73% | +$50.6K | 0.14% | 77 |
|
|
2013
Q3 | $60K | Buy |
+911
| New | +$60K | 0.08% | 122 |
|