Capital Advisors Ltd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,197
| Closed | -$8K | – | 1684 |
|
|
2025
Q1 | $8K | Hold |
1,197
| – | – | ﹤0.01% | 842 |
|
|
2024
Q4 | $4K | Hold |
1,197
| – | – | ﹤0.01% | 989 |
|
|
2024
Q3 | $5K | Hold |
1,197
| – | – | ﹤0.01% | 942 |
|
|
2024
Q2 | $4K | Hold |
1,197
| – | – | ﹤0.01% | 968 |
|
|
2024
Q1 | $13K | Hold |
1,197
| – | – | ﹤0.01% | 674 |
|
|
2023
Q4 | $14K | Sell |
1,197
-25
| -2% | -$292 | ﹤0.01% | 636 |
|
|
2023
Q3 | $13K | Hold |
1,222
| – | – | ﹤0.01% | 640 |
|
|
2023
Q2 | $16K | Hold |
1,222
| – | – | ﹤0.01% | 610 |
|
|
2023
Q1 | $18K | Hold |
1,222
| – | – | ﹤0.01% | 475 |
|
|
2022
Q4 | $10K | Buy |
1,222
+25
| +2% | +$205 | ﹤0.01% | 569 |
|
|
2022
Q3 | $14K | Hold |
1,197
| – | – | ﹤0.01% | 494 |
|
|
2022
Q2 | $9K | Sell |
1,197
-2
| -0.2% | -$15 | ﹤0.01% | 527 |
|
|
2022
Q1 | $21K | Buy |
1,199
+2
| +0.2% | +$35 | ﹤0.01% | 444 |
|
|
2021
Q4 | $32K | Hold |
1,197
| – | – | 0.01% | 396 |
|
|
2021
Q3 | $50K | Hold |
1,197
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $65K | Hold |
1,197
| – | – | 0.01% | 299 |
|
|
2021
Q1 | $54K | Buy |
+1,197
| New | +$54K | 0.01% | 290 |
|