CAPTRUST Financial Advisors’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 |
-16,000
| Closed | -$169K | – | 2762 |
|
|
2023
Q3 | $169K | Sell |
16,000
-3
| -0% | -$32 | ﹤0.01% | 2335 |
|
|
2023
Q2 | $216K | Buy |
+16,003
| New | +$216K | ﹤0.01% | 2209 |
|
|
2022
Q3 | – | Sell |
-1,108
| Closed | -$8K | – | 4196 |
|
|
2022
Q2 | $8K | Buy |
1,108
+738
| +199% | +$5.33K | ﹤0.01% | 3886 |
|
|
2022
Q1 | $6K | Sell |
370
-829
| -69% | -$13.4K | ﹤0.01% | 4094 |
|
|
2021
Q4 | $32K | Sell |
1,199
-971
| -45% | -$25.9K | ﹤0.01% | 2990 |
|
|
2021
Q3 | $92K | Hold |
2,170
| – | – | ﹤0.01% | 2144 |
|
|
2021
Q2 | $118K | Buy |
2,170
+2,102
| +3,091% | +$114K | ﹤0.01% | 1899 |
|
|
2021
Q1 | $3K | Sell |
68
-92
| -58% | -$4.06K | ﹤0.01% | 3953 |
|
|
2020
Q4 | $7K | Buy |
+160
| New | +$7K | ﹤0.01% | 2725 |
|