AE Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,734
| Closed | -$60.7K | – | 2308 |
|
|
2024
Q4 | $60.7K | Buy |
+17,734
| New | +$60.7K | ﹤0.01% | 1528 |
|
|
2023
Q4 | – | Sell |
-37,807
| Closed | -$400K | – | 2199 |
|
|
2023
Q3 | $400K | Buy |
+37,807
| New | +$400K | ﹤0.01% | 1494 |
|
|
2021
Q4 | – | Sell |
-24,425
| Closed | -$1.03M | – | 1785 |
|
|
2021
Q3 | $1.03M | Buy |
24,425
+4,630
| +23% | +$195K | 0.01% | 855 |
|
|
2021
Q2 | $1.08M | Sell |
19,795
-1,878
| -9% | -$102K | 0.01% | 810 |
|
|
2021
Q1 | $983K | Buy |
21,673
+11,328
| +110% | +$514K | 0.01% | 771 |
|
|
2020
Q4 | $450K | Buy |
10,345
+2,241
| +28% | +$97.5K | 0.01% | 997 |
|
|
2020
Q3 | $315K | Buy |
+8,104
| New | +$315K | ﹤0.01% | 1021 |
|