Covestor’s Accolade, Inc. Common Stock ACCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | – | – | 2877 |
|
|
2025
Q1 | $0 | Sell |
13
-13
| -50% | – | ﹤0.01% | 2847 |
|
|
2024
Q4 | $0 | Buy |
26
+2
| +8% | – | ﹤0.01% | 2860 |
|
|
2024
Q3 | $0 | Buy |
24
+18
| +300% | – | ﹤0.01% | 2885 |
|
|
2024
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 2862 |
|
|
2024
Q1 | $0 | Sell |
6
-1
| -14% | – | ﹤0.01% | 2863 |
|
|
2023
Q4 | $0 | Sell |
7
-1
| -13% | – | ﹤0.01% | 2850 |
|
|
2023
Q3 | $0 | Sell |
8
-1
| -11% | – | ﹤0.01% | 2845 |
|
|
2023
Q2 | $0 | Sell |
9
-4
| -31% | – | ﹤0.01% | 2773 |
|
|
2023
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 2708 |
|
|
2022
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 2725 |
|
|
2022
Q3 | – | Sell |
-17
| Closed | – | – | 2722 |
|
|
2022
Q2 | $0 | Buy |
17
+3
| +21% | – | ﹤0.01% | 2441 |
|
|
2022
Q1 | $0 | Buy |
14
+1
| +8% | – | ﹤0.01% | 2536 |
|
|
2021
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 2395 |
|