Amplius Wealth Advisors’s Accenture ACN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-734
Closed -$203K 158
2022
Q2
$203K Sell
734
-7
-0.9% -$1.94K 0.03% 159
2022
Q1
$249K Sell
741
-4
-0.5% -$1.34K 0.04% 152
2021
Q4
$308K Buy
+745
New +$308K 0.04% 153