BAM
Bruderman Asset Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-202
| Closed | -$34K | – | 649 |
|
|
2018
Q3 | $34K | Hold |
202
| – | – | 0.01% | 221 |
|
|
2018
Q2 | $33K | Buy |
202
+2
| +1% | +$327 | 0.01% | 236 |
|
|
2018
Q1 | $31K | Buy |
+200
| New | +$31K | 0.01% | 243 |
|
|
2017
Q3 | – | Sell |
-104
| Closed | -$13K | – | 124 |
|
|
2017
Q2 | $13K | Buy |
+104
| New | +$13K | ﹤0.01% | 292 |
|
|
2017
Q1 | – | Sell |
-3
| Closed | – | – | 118 |
|
|
2016
Q4 | $0 | Sell |
3
-197
| -99% | – | ﹤0.01% | 362 |
|
|
2016
Q3 | $24K | Hold |
200
| – | – | 0.01% | 269 |
|
|
2016
Q2 | $23K | Buy |
200
+2
| +1% | +$230 | 0.01% | 256 |
|
|
2016
Q1 | $23K | Sell |
198
-3,921
| -95% | -$455K | 0.01% | 255 |
|
|
2015
Q4 | $430K | Sell |
4,119
-285
| -6% | -$29.8K | 0.16% | 85 |
|
|
2015
Q3 | $433K | Buy |
4,404
+198
| +5% | +$19.5K | 0.17% | 75 |
|
|
2015
Q2 | $407K | Buy |
4,206
+31
| +0.7% | +$3K | 0.16% | 79 |
|
|
2015
Q1 | $391K | Buy |
+4,175
| New | +$391K | 0.15% | 81 |
|