CWA
Clarus Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,556
| Closed | -$428K | – | 128 |
|
|
2022
Q4 | $428K | Buy |
1,556
+40
| +3% | +$11K | 0.28% | 77 |
|
|
2022
Q3 | $391K | Sell |
1,516
-26
| -2% | -$6.71K | 0.28% | 73 |
|
|
2022
Q2 | $424K | Sell |
1,542
-21
| -1% | -$5.77K | 0.3% | 67 |
|
|
2022
Q1 | $511K | Buy |
1,563
+233
| +18% | +$76.2K | 0.32% | 51 |
|
|
2021
Q4 | $502K | Sell |
1,330
-250
| -16% | -$94.4K | 0.29% | 52 |
|
|
2021
Q3 | $514K | Buy |
+1,580
| New | +$514K | 0.32% | 48 |
|
|
2020
Q2 | – | Sell |
-3,724
| Closed | -$567K | – | 128 |
|
|
2020
Q1 | $567K | Sell |
3,724
-7
| -0.2% | -$1.07K | 0.57% | 49 |
|
|
2019
Q4 | $769K | Buy |
3,731
+358
| +11% | +$73.8K | 0.51% | 49 |
|
|
2019
Q3 | $649K | Buy |
3,373
+1,610
| +91% | +$310K | 0.47% | 46 |
|
|
2019
Q2 | $326K | Buy |
1,763
+8
| +0.5% | +$1.48K | 0.24% | 74 |
|
|
2019
Q1 | $309K | Buy |
1,755
+353
| +25% | +$62.2K | 0.23% | 63 |
|
|
2018
Q4 | $198K | Sell |
1,402
-26
| -2% | -$3.67K | 0.31% | 80 |
|
|
2018
Q3 | $243K | Buy |
1,428
+8
| +0.6% | +$1.36K | 0.16% | 96 |
|
|
2018
Q2 | $218K | Hold |
1,420
| – | – | 0.16% | 98 |
|
|
2018
Q1 | $218K | Hold |
1,420
| – | – | 0.2% | 98 |
|
|
2017
Q4 | $217K | Buy |
+1,420
| New | +$217K | 0.21% | 91 |
|