CWA
Constellation Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-4,977
| Closed | -$397K | – | 197 |
|
|
2014
Q1 | $397K | Hold |
4,977
| – | – | 0.04% | 156 |
|
|
2013
Q4 | $410K | Sell |
4,977
-149
| -3% | -$12.3K | 0.04% | 162 |
|
|
2013
Q3 | $378K | Sell |
5,126
-89
| -2% | -$6.56K | 0.04% | 158 |
|
|
2013
Q2 | $375K | Buy |
+5,215
| New | +$375K | 0.05% | 153 |
|