CWA
Canvas Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-666
| Closed | -$209K | – | 151 |
|
|
2024
Q1 | $209K | Buy |
+666
| New | +$209K | 0.07% | 140 |
|
|
2023
Q2 | – | Sell |
-886
| Closed | -$244K | – | 130 |
|
|
2023
Q1 | $244K | Buy |
886
+135
| +18% | +$37.2K | 0.1% | 123 |
|
|
2022
Q4 | $209K | Buy |
+751
| New | +$209K | 0.09% | 139 |
|
|
2022
Q3 | – | Sell |
-798
| Closed | -$222K | – | 125 |
|
|
2022
Q2 | $222K | Buy |
798
+16
| +2% | +$4.45K | 0.09% | 115 |
|
|
2022
Q1 | $238K | Buy |
+782
| New | +$238K | 0.09% | 127 |
|
|
2021
Q2 | – | Sell |
-845
| Closed | -$243K | – | 119 |
|
|
2021
Q1 | $243K | Buy |
+845
| New | +$243K | 0.14% | 97 |
|