Wellesley Investment Partners’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
-1,181
Closed -$232K 122
2018
Q4
$232K Sell
1,181
-100
-8% -$19.6K 0.08% 112
2018
Q3
$291K Buy
1,281
+1
+0.1% +$227 0.09% 108
2018
Q2
$261K Hold
1,280
0.09% 112
2018
Q1
$221K Buy
+1,280
New +$221K 0.08% 121