Cedar Brook Financial Partners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,841
| Closed | -$568K | – | 380 |
|
2023
Q2 | $568K | Sell |
1,841
-6
| -0.3% | -$1.85K | 0.14% | 159 |
|
2023
Q1 | $528K | Buy |
1,847
+25
| +1% | +$7.15K | 0.14% | 172 |
|
2022
Q4 | $486K | Buy |
1,822
+10
| +0.6% | +$2.67K | 0.14% | 178 |
|
2022
Q3 | $466K | Sell |
1,812
-80
| -4% | -$20.6K | 0.15% | 174 |
|
2022
Q2 | $525K | Buy |
1,892
+1,280
| +209% | +$355K | 0.16% | 155 |
|
2022
Q1 | $206K | Buy |
612
+123
| +25% | +$41.4K | 0.05% | 362 |
|
2021
Q4 | $203K | Buy |
+489
| New | +$203K | 0.05% | 361 |
|
2020
Q4 | – | Sell |
-1,317
| Closed | -$298K | – | 323 |
|
2020
Q3 | $298K | Sell |
1,317
-496
| -27% | -$112K | 0.12% | 202 |
|
2020
Q2 | $389K | Sell |
1,813
-115
| -6% | -$24.7K | 0.17% | 157 |
|
2020
Q1 | $315K | Buy |
1,928
+107
| +6% | +$17.5K | 0.17% | 163 |
|
2019
Q4 | $383K | Sell |
1,821
-383
| -17% | -$80.6K | 0.16% | 169 |
|
2019
Q3 | $424K | Buy |
2,204
+11
| +0.5% | +$2.12K | 0.19% | 165 |
|
2019
Q2 | $405K | Buy |
2,193
+15
| +0.7% | +$2.77K | 0.19% | 167 |
|
2019
Q1 | $383K | Buy |
+2,178
| New | +$383K | 0.19% | 167 |
|