Equitable Trust’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 |
-163,731
| Closed | -$1.14M | – | 478 |
|
|
2025
Q1 | $1.14M | Buy |
163,731
+8,711
| +6% | +$60.8K | 0.06% | 203 |
|
|
2024
Q4 | $530K | Hold |
155,020
| – | – | 0.03% | 308 |
|
|
2024
Q3 | $597K | Hold |
155,020
| – | – | 0.04% | 276 |
|
|
2024
Q2 | $555K | Hold |
155,020
| – | – | 0.04% | 277 |
|
|
2024
Q1 | $1.62M | Hold |
155,020
| – | – | 0.11% | 143 |
|
|
2023
Q4 | $1.86M | Hold |
155,020
| – | – | 0.14% | 126 |
|
|
2023
Q3 | $1.64M | Hold |
155,020
| – | – | 0.14% | 127 |
|
|
2023
Q2 | $2.09M | Hold |
155,020
| – | – | 0.16% | 117 |
|
|
2023
Q1 | $2.23M | Hold |
155,020
| – | – | 0.18% | 108 |
|
|
2022
Q4 | $1.21M | Hold |
155,020
| – | – | 0.1% | 163 |
|
|
2022
Q3 | $1.77M | Hold |
155,020
| – | – | 0.15% | 131 |
|
|
2022
Q2 | $1.15M | Hold |
155,020
| – | – | 0.09% | 162 |
|
|
2022
Q1 | $2.72M | Hold |
155,020
| – | – | 0.17% | 114 |
|
|
2021
Q4 | $4.09M | Buy |
+155,020
| New | +$4.09M | 0.25% | 92 |
|