BFA
BMS Financial Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $561K | Sell |
1,818
-601
| -25% | -$185K | 0.37% | 45 |
|
|
2023
Q1 | $691K | Buy |
2,419
+113
| +5% | +$32.3K | 0.48% | 40 |
|
|
2022
Q4 | $615K | Sell |
2,306
-269
| -10% | -$71.8K | 0.41% | 43 |
|
|
2022
Q3 | $662K | Buy |
2,575
+9
| +0.4% | +$2.31K | 0.46% | 37 |
|
|
2022
Q2 | $712K | Buy |
2,566
+107
| +4% | +$29.7K | 0.47% | 32 |
|
|
2022
Q1 | $829K | Sell |
2,459
-165
| -6% | -$55.6K | 0.53% | 31 |
|
|
2021
Q4 | $1.09M | Buy |
+2,624
| New | +$1.09M | 0.69% | 21 |
|