CWA
Cypress Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,207
| Closed | -$624K | – | 84 |
|
|
2017
Q1 | $624K | Sell |
5,207
-75
| -1% | -$8.99K | 0.28% | 79 |
|
|
2016
Q4 | $619K | Buy |
5,282
+77
| +1% | +$9.02K | 0.28% | 77 |
|
|
2016
Q3 | $636K | Buy |
5,205
+114
| +2% | +$13.9K | 0.29% | 78 |
|
|
2016
Q2 | $577K | Sell |
5,091
-218
| -4% | -$24.7K | 0.29% | 79 |
|
|
2016
Q1 | $613K | Buy |
5,309
+238
| +5% | +$27.5K | 0.28% | 78 |
|
|
2015
Q4 | $530K | Buy |
5,071
+120
| +2% | +$12.5K | 0.27% | 86 |
|
|
2015
Q3 | $486K | Buy |
4,951
+231
| +5% | +$22.7K | 0.26% | 88 |
|
|
2015
Q2 | $457K | Buy |
+4,720
| New | +$457K | 0.27% | 93 |
|