Bank of Montreal’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
Q1 | – | Sell |
-90,009
| Closed | -$1.16M | – | 3872 |
|
2023
Q4 | $1.16M | Sell |
90,009
-398,387
| -82% | -$5.12M | ﹤0.01% | 1641 |
|
2023
Q3 | $6.1M | Sell |
488,396
-16,400
| -3% | -$205K | ﹤0.01% | 1043 |
|
2023
Q2 | $7.05M | Sell |
504,796
-2,756
| -0.5% | -$38.5K | ﹤0.01% | 1032 |
|
2023
Q1 | $7.37M | Sell |
507,552
-27,743
| -5% | -$403K | ﹤0.01% | 962 |
|
2022
Q4 | $4.18M | Buy |
535,295
+503,461
| +1,582% | +$3.93M | ﹤0.01% | 1187 |
|
2022
Q3 | $404 | Sell |
31,834
-55,506
| -64% | -$704 | ﹤0.01% | 2327 |
|
2022
Q2 | $743 | Buy |
+87,340
| New | +$743 | ﹤0.01% | 2121 |
|
2021
Q2 | – | Sell |
-946
| Closed | -$44K | – | 4625 |
|
2021
Q1 | $44K | Sell |
946
-1,401
| -60% | -$65.2K | ﹤0.01% | 3375 |
|
2020
Q4 | $109K | Buy |
2,347
+1,808
| +335% | +$84K | ﹤0.01% | 3087 |
|
2020
Q3 | $20K | Buy |
+539
| New | +$20K | ﹤0.01% | 3439 |
|