YorkBridge Wealth Partners’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-514
| Closed | -$134K | – | 403 |
|
|
2019
Q2 | $134K | Buy |
514
+89
| +21% | +$23.2K | 0.06% | 244 |
|
|
2019
Q1 | $111K | Hold |
425
| – | – | 0.05% | 259 |
|
|
2018
Q4 | $84K | Hold |
425
| – | – | 0.04% | 272 |
|
|
2018
Q3 | $97K | Hold |
425
| – | – | 0.04% | 290 |
|
|
2018
Q2 | $87K | Hold |
425
| – | – | 0.04% | 308 |
|
|
2018
Q1 | $74K | Hold |
425
| – | – | 0.03% | 326 |
|
|
2017
Q4 | $67K | Hold |
425
| – | – | 0.03% | 338 |
|
|
2017
Q3 | $60K | Hold |
425
| – | – | 0.03% | 352 |
|
|
2017
Q2 | $56K | Hold |
425
| – | – | 0.03% | 361 |
|
|
2017
Q1 | $54K | Buy |
425
+300
| +240% | +$38.1K | 0.03% | 362 |
|
|
2016
Q4 | $15K | Buy |
+125
| New | +$15K | 0.01% | 506 |
|