Brinker Capital Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-61,463
| Closed | -$650K | – | 1770 |
|
|
2023
Q3 | $650K | Sell |
61,463
-4,235
| -6% | -$44.8K | 0.01% | 1102 |
|
|
2023
Q2 | $885K | Sell |
65,698
-4,266
| -6% | -$57.5K | 0.01% | 999 |
|
|
2023
Q1 | $1.01M | Sell |
69,964
-6,555
| -9% | -$94.3K | 0.01% | 867 |
|
|
2022
Q4 | $596K | Sell |
76,519
-7,032
| -8% | -$54.8K | 0.01% | 919 |
|
|
2022
Q3 | $954K | Sell |
83,551
-2,864
| -3% | -$32.7K | 0.02% | 728 |
|
|
2022
Q2 | $639K | Buy |
86,415
+46,206
| +115% | +$342K | 0.01% | 886 |
|
|
2022
Q1 | $706K | Sell |
40,209
-1,215
| -3% | -$21.3K | 0.01% | 923 |
|
|
2021
Q4 | $1.09M | Sell |
41,424
-43,644
| -51% | -$1.15M | 0.02% | 787 |
|
|
2021
Q3 | $4.62M | Hold |
85,068
| – | – | 0.07% | 277 |
|
|
2021
Q2 | $4.62M | Buy |
+85,068
| New | +$4.62M | 0.06% | 319 |
|