Charter Oak Capital Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-425
| Closed | -$118K | – | 164 |
|
|
2022
Q2 | $118K | Sell |
425
-65
| -13% | -$18K | 0.02% | 223 |
|
|
2022
Q1 | $165K | Buy |
490
+150
| +44% | +$50.5K | 0.02% | 196 |
|
|
2021
Q4 | $141K | Hold |
340
| – | – | 0.02% | 213 |
|
|
2021
Q3 | $109K | Hold |
340
| – | – | 0.01% | 229 |
|
|
2021
Q2 | $100K | Hold |
340
| – | – | 0.01% | 241 |
|
|
2021
Q1 | $94K | Hold |
340
| – | – | 0.01% | 247 |
|
|
2020
Q4 | $89K | Buy |
+340
| New | +$89K | 0.01% | 235 |
|