Genovese Burford & Brothers Wealth & Retirement Plan Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,060
| Closed | -$173K | – | 95 |
|
|
2018
Q2 | $173K | Hold |
1,060
| – | – | 0.06% | 84 |
|
|
2018
Q1 | $163K | Hold |
1,060
| – | – | 0.06% | 87 |
|
|
2017
Q4 | $171K | Hold |
1,060
| – | – | 0.45% | 45 |
|
|
2017
Q3 | $143K | Hold |
1,060
| – | – | 0.06% | 72 |
|
|
2017
Q2 | $131K | Hold |
1,060
| – | – | 0.05% | 81 |
|
|
2017
Q1 | $128K | Hold |
1,060
| – | – | 0.05% | 85 |
|
|
2016
Q4 | $125K | Hold |
1,060
| – | – | 0.03% | 100 |
|
|
2016
Q3 | $129K | Hold |
1,060
| – | – | 0.05% | 86 |
|
|
2016
Q2 | $120K | Buy |
1,060
+971
| +1,091% | +$110K | 0.05% | 89 |
|
|
2016
Q1 | $10K | Buy |
89
+60
| +207% | +$6.74K | ﹤0.01% | 259 |
|
|
2015
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 321 |
|