Core Wealth Advisors’s Accenture ACN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,608
Closed -$880K 215
2022
Q1
$880K Buy
2,608
+201
+8% +$67.8K 0.49% 27
2021
Q4
$998K Buy
+2,407
New +$998K 0.6% 21