Apogem Capital’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
2022
Q4
$303K Hold
38,883
100% 1
2022
Q3
$444K Hold
38,883
0.44% 75
2022
Q2
$288K Sell
38,883
-9,145
-19% -$67.7K 0.26% 113
2022
Q1
$844K Buy
48,028
+5,384
+13% +$94.6K 0.58% 55
2021
Q4
$1.12M Sell
42,644
-3,770
-8% -$99.4K 0.74% 38
2021
Q3
$1.96M Buy
+46,414
New +$1.96M 1.25% 15
2021
Q2
Sell
-227,387
Closed -$10.3M 205
2021
Q1
$10.3M Buy
+227,387
New +$10.3M 6.99% 1