Advisors Capital Management’s Accolade, Inc. Common Stock ACCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-50,639
| Closed | -$682K | – | 448 |
|
2023
Q2 | $682K | Buy |
50,639
+181
| +0.4% | +$2.44K | 0.02% | 280 |
|
2023
Q1 | $726K | Sell |
50,458
-1,359
| -3% | -$19.6K | 0.02% | 262 |
|
2022
Q4 | $404K | Buy |
51,817
+3,173
| +7% | +$24.7K | 0.01% | 334 |
|
2022
Q3 | $465K | Buy |
48,644
+3,047
| +7% | +$29.1K | 0.01% | 326 |
|
2022
Q2 | $337K | Buy |
45,597
+11,725
| +35% | +$86.7K | 0.01% | 344 |
|
2022
Q1 | $595K | Sell |
33,872
-1,416
| -4% | -$24.9K | 0.02% | 289 |
|
2021
Q4 | $930K | Buy |
35,288
+1,827
| +5% | +$48.2K | 0.03% | 261 |
|
2021
Q3 | $1.41M | Buy |
33,461
+7,261
| +28% | +$306K | 0.04% | 221 |
|
2021
Q2 | $1.42M | Buy |
26,200
+5,327
| +26% | +$289K | 0.05% | 214 |
|
2021
Q1 | $947K | Buy |
+20,873
| New | +$947K | 0.03% | 226 |
|