Envestnet Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-35,280
| Closed | -$373K | – | 4190 |
|
|
2023
Q3 | $373K | Buy |
35,280
+19,916
| +130% | +$211K | ﹤0.01% | 3407 |
|
|
2023
Q2 | $207K | Sell |
15,364
-1,211
| -7% | -$16.3K | ﹤0.01% | 3692 |
|
|
2023
Q1 | $238K | Buy |
16,575
+1,579
| +11% | +$22.7K | ﹤0.01% | 3571 |
|
|
2022
Q4 | $117K | Sell |
14,996
-2,632
| -15% | -$20.5K | ﹤0.01% | 3788 |
|
|
2022
Q3 | $201K | Sell |
17,628
-7,053
| -29% | -$80.4K | ﹤0.01% | 3586 |
|
|
2022
Q2 | $183K | Sell |
24,681
-11,063
| -31% | -$82K | ﹤0.01% | 3630 |
|
|
2022
Q1 | $628K | Buy |
35,744
+11,752
| +49% | +$206K | ﹤0.01% | 2990 |
|
|
2021
Q4 | $632K | Sell |
23,992
-3,485
| -13% | -$91.8K | ﹤0.01% | 2925 |
|
|
2021
Q3 | $1.16M | Buy |
27,477
+147
| +0.5% | +$6.2K | ﹤0.01% | 2433 |
|
|
2021
Q2 | $1.48M | Sell |
27,330
-110
| -0.4% | -$5.97K | ﹤0.01% | 2266 |
|
|
2021
Q1 | $1.25M | Buy |
27,440
+20,725
| +309% | +$940K | ﹤0.01% | 2236 |
|
|
2020
Q4 | $292K | Buy |
6,715
+1,365
| +26% | +$59.4K | ﹤0.01% | 2936 |
|
|
2020
Q3 | $208K | Buy |
+5,350
| New | +$208K | ﹤0.01% | 2905 |
|