Number of Shares
593.00
Current Holdings Value*
$230,810.00
% of Portfolio
1.83%
Total Estimate Gain
$216,987.76
% of Total Estimate Gain
69.09%

Fulcrum Diversified Absolute Return Fund's Intuit Inc Holding Summary

As of 2022-12-31, Trust for Advised Portfolios held 593.00 shares of Intuit Inc(INTU), totaling $230,810.00. This investment constitutes 1.83% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Intuit Inc(INTU) stock.

The initial trade took place in 2021Q1. And since then Fulcrum Diversified Absolute Return Fund has made 3 purchases of INTU, at an average price of $398.03, for a total of 789.00 shares. In addition, there have been 2 sales at an average price of $432.28 for 196.00 shares. Based on historical transaction data and INTU's current price of $752.63, Fulcrum Diversified Absolute Return Fund's estimated gain on his INTU holdings is $216,987.76, reflecting a 69.09% gain to date.

Fulcrum Diversified Absolute Return Fund INTU ($752.63) Holding Chart

Fulcrum Diversified Absolute Return Fund INTU ($752.63) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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