AWE
ACCD
Avidian Wealth Enterprises’s Accolade, Inc. Common Stock ACCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-57,307
| Closed | -$772K | – | 431 |
|
|
2023
Q2 | $772K | Sell |
57,307
-221,738
| -79% | -$2.99M | 0.05% | 215 |
|
|
2023
Q1 | $4.01M | Buy |
279,045
+128,965
| +86% | +$1.85M | 0.22% | 90 |
|
|
2022
Q4 | $1.17M | Sell |
150,080
-148,035
| -50% | -$1.15M | 0.08% | 155 |
|
|
2022
Q3 | $3.4M | Buy |
298,115
+46,206
| +18% | +$528K | 0.25% | 71 |
|
|
2022
Q2 | $1.86M | Buy |
251,909
+95,010
| +61% | +$703K | 0.13% | 115 |
|
|
2022
Q1 | $2.76M | Buy |
156,899
+45,908
| +41% | +$806K | 0.17% | 97 |
|
|
2021
Q4 | $2.93M | Buy |
110,991
+28,103
| +34% | +$741K | 0.18% | 95 |
|
|
2021
Q3 | $3.5M | Buy |
82,888
+36,808
| +80% | +$1.55M | 0.27% | 62 |
|
|
2021
Q2 | $2.5M | Buy |
+46,080
| New | +$2.5M | 0.19% | 85 |
|