WEC
Winslow Evans & Crocker’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $65K | Hold |
170
| – | – | 0.01% | 533 |
|
|
2020
Q3 | $55K | Hold |
170
| – | – | 0.01% | 448 |
|
|
2020
Q2 | $50K | Hold |
170
| – | – | 0.01% | 462 |
|
|
2020
Q1 | $40K | Hold |
170
| – | – | 0.01% | 461 |
|
|
2019
Q4 | $46K | Hold |
170
| – | – | 0.01% | 516 |
|
|
2019
Q3 | $46K | Hold |
170
| – | – | 0.01% | 511 |
|
|
2019
Q2 | $46K | Sell |
170
-2,220
| -93% | -$601K | 0.01% | 521 |
|
|
2019
Q1 | $626K | Hold |
2,390
| – | – | 0.18% | 129 |
|
|
2018
Q4 | $472K | Hold |
2,390
| – | – | 0.16% | 143 |
|
|
2018
Q3 | $544K | Hold |
2,390
| – | – | 0.17% | 141 |
|
|
2018
Q2 | $490K | Hold |
2,390
| – | – | 0.15% | 144 |
|
|
2018
Q1 | $414K | Buy |
2,390
+2,220
| +1,306% | +$385K | 0.13% | 156 |
|
|
2017
Q4 | $26.8K | Hold |
170
| – | – | 0.01% | 605 |
|
|
2017
Q3 | $24.2K | Hold |
170
| – | – | 0.01% | 615 |
|
|
2017
Q2 | $22.6K | Hold |
170
| – | – | 0.01% | 722 |
|
|
2017
Q1 | $19.7K | Buy |
+170
| New | +$19.7K | 0.01% | 738 |
|
|
2016
Q1 | – | Sell |
-32
| Closed | -$3.09K | – | 1316 |
|
|
2015
Q4 | $3.09K | Hold |
32
| – | – | ﹤0.01% | 1169 |
|
|
2015
Q3 | $2.84K | Hold |
32
| – | – | ﹤0.01% | 1121 |
|
|
2015
Q2 | $3.23K | Hold |
32
| – | – | ﹤0.01% | 1149 |
|
|
2015
Q1 | $3.1K | Hold |
32
| – | – | ﹤0.01% | 1114 |
|
|
2014
Q4 | $2.95K | Buy |
+32
| New | +$2.95K | ﹤0.01% | 1143 |
|
|
2014
Q3 | – | Sell |
-32
| Closed | -$2.58K | – | 1411 |
|
|
2014
Q2 | $2.58K | Buy |
+32
| New | +$2.58K | ﹤0.01% | 1163 |
|