Arete Wealth Advisors’s Acco Brands ACCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-46,161
| Closed | -$252K | – | 745 |
|
2024
Q3 | $252K | Buy |
46,161
+10,801
| +31% | +$59K | 0.02% | 576 |
|
2024
Q2 | $165K | Sell |
35,360
-995
| -3% | -$4.64K | 0.01% | 675 |
|
2024
Q1 | $204K | Buy |
36,355
+2,009
| +6% | +$11.3K | 0.02% | 375 |
|
2023
Q4 | $209K | Hold |
34,346
| – | – | 0.02% | 667 |
|
2023
Q3 | $197K | Buy |
+34,346
| New | +$197K | 0.03% | 438 |
|