BWA
Burt Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-475
| Closed | -$124K | – | 92 |
|
|
2020
Q4 | $124K | Sell |
475
-63
| -12% | -$16.4K | 0.04% | 115 |
|
|
2020
Q3 | $122K | Sell |
538
-125
| -19% | -$28.3K | 0.05% | 107 |
|
|
2020
Q2 | $142K | Hold |
663
| – | – | 0.06% | 103 |
|
|
2020
Q1 | $108K | Buy |
663
+63
| +11% | +$10.3K | 0.05% | 108 |
|
|
2019
Q4 | $126K | Hold |
600
| – | – | 0.05% | 109 |
|
|
2019
Q3 | $115K | Sell |
600
-200
| -25% | -$38.3K | 0.05% | 115 |
|
|
2019
Q2 | $148K | Hold |
800
| – | – | 0.06% | 101 |
|
|
2019
Q1 | $141K | Hold |
800
| – | – | 0.06% | 102 |
|
|
2018
Q4 | $113K | Hold |
800
| – | – | 0.05% | 113 |
|
|
2018
Q3 | $136K | Sell |
800
-250
| -24% | -$42.5K | 0.06% | 113 |
|
|
2018
Q2 | $172K | Hold |
1,050
| – | – | 0.08% | 88 |
|
|
2018
Q1 | $161K | Hold |
1,050
| – | – | 0.08% | 89 |
|
|
2017
Q4 | $161K | Hold |
1,050
| – | – | 0.1% | 92 |
|
|
2017
Q3 | $142K | Hold |
1,050
| – | – | 0.09% | 97 |
|
|
2017
Q2 | $129K | Hold |
1,050
| – | – | 0.09% | 98 |
|
|
2017
Q1 | $126K | Sell |
1,050
-107
| -9% | -$12.8K | 0.09% | 91 |
|
|
2016
Q4 | $136K | Sell |
1,157
-457
| -28% | -$53.7K | 0.12% | 93 |
|
|
2016
Q3 | $148K | Buy |
1,614
+457
| +39% | +$41.9K | 0.16% | 79 |
|
|
2016
Q2 | $131K | Hold |
1,157
| – | – | 0.15% | 78 |
|
|
2016
Q1 | $134K | Hold |
1,157
| – | – | 0.12% | 86 |
|
|
2015
Q4 | $120K | Hold |
1,157
| – | – | 0.1% | 88 |
|
|
2015
Q3 | $113K | Hold |
1,157
| – | – | 0.14% | 78 |
|
|
2015
Q2 | $111K | Hold |
1,157
| – | – | 0.12% | 100 |
|
|
2015
Q1 | $108K | Hold |
1,157
| – | – | 0.11% | 85 |
|
|
2014
Q4 | $113K | Buy |
+1,157
| New | +$113K | 0.12% | 93 |
|