CPA
Clear Perspective Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $786K | Buy |
1,896
+399
| +27% | +$165K | 0.24% | 70 |
|
|
2021
Q3 | $479K | Hold |
1,497
| – | – | 0.16% | 91 |
|
|
2021
Q2 | $441K | Sell |
1,497
-386
| -20% | -$114K | 0.15% | 98 |
|
|
2021
Q1 | $520K | Sell |
1,883
-478
| -20% | -$132K | 0.2% | 83 |
|
|
2020
Q4 | $617K | Sell |
2,361
-684
| -22% | -$179K | 0.25% | 73 |
|
|
2020
Q3 | $3.05K | Buy |
3,045
+501
| +20% | +$502 | 1.43% | 13 |
|
|
2020
Q2 | $546K | Sell |
2,544
-498
| -16% | -$107K | 0.3% | 60 |
|
|
2020
Q1 | $497K | Buy |
3,042
+601
| +25% | +$98.2K | 0.33% | 61 |
|
|
2019
Q4 | $514K | Sell |
2,441
-108
| -4% | -$22.7K | 0.32% | 78 |
|
|
2019
Q3 | $490K | Sell |
2,549
-1,045
| -29% | -$201K | 0.22% | 85 |
|
|
2019
Q2 | $664K | Hold |
3,594
| – | – | 0.43% | 61 |
|
|
2019
Q1 | $643K | Sell |
3,594
-35
| -1% | -$6.26K | 0.46% | 61 |
|
|
2018
Q4 | $512K | Sell |
3,629
-76
| -2% | -$10.7K | 0.43% | 72 |
|
|
2018
Q3 | $631K | Hold |
3,705
| – | – | 0.47% | 67 |
|
|
2018
Q2 | $606K | Hold |
3,705
| – | – | 0.42% | 69 |
|
|
2018
Q1 | $569K | Hold |
3,705
| – | – | 0.42% | 68 |
|
|
2017
Q4 | $567K | Sell |
3,705
-90
| -2% | -$13.8K | 0.43% | 64 |
|
|
2017
Q3 | $513K | Sell |
3,795
-80
| -2% | -$10.8K | 0.42% | 66 |
|
|
2017
Q2 | $479K | Hold |
3,875
| – | – | 0.4% | 69 |
|
|
2017
Q1 | $465K | Hold |
3,875
| – | – | 0.31% | 69 |
|
|
2016
Q4 | $454K | Buy |
+3,875
| New | +$454K | 0.3% | 75 |
|