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