Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-251
| Closed | -$2.63K | – | 3805 |
|
|
2024
Q1 | $2.63K | Sell |
251
-52
| -17% | -$545 | ﹤0.01% | 2708 |
|
|
2023
Q4 | $3.64K | Sell |
303
-83
| -22% | -$997 | ﹤0.01% | 2403 |
|
|
2023
Q3 | $4.08K | Sell |
386
-2
| -0.5% | -$21 | ﹤0.01% | 2209 |
|
|
2023
Q2 | $5.23K | Sell |
388
-115
| -23% | -$1.55K | ﹤0.01% | 2075 |
|
|
2023
Q1 | $7.23K | Buy |
+503
| New | +$7.23K | ﹤0.01% | 1898 |
|
|
2022
Q4 | – | Sell |
-40
| Closed | – | – | 3230 |
|
|
2022
Q3 | $0 | Hold |
40
| – | – | ﹤0.01% | 3176 |
|
|
2022
Q2 | $0 | Hold |
40
| – | – | ﹤0.01% | 2889 |
|
|
2022
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 2043 |
|