GWMIA
Global Wealth Management Investment Advisory’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13
| Closed | -$4K | – | 138 |
|
|
2022
Q2 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 350 |
|
|
2021
Q4 | – | Sell |
-250
| Closed | -$80K | – | 449 |
|
|
2021
Q3 | $80K | Hold |
250
| – | – | 0.03% | 184 |
|
|
2021
Q2 | $74K | Buy |
+250
| New | +$74K | 0.02% | 178 |
|
|
2019
Q4 | – | Sell |
-19
| Closed | -$4K | – | 593 |
|
|
2019
Q3 | $4K | Hold |
19
| – | – | ﹤0.01% | 415 |
|
|
2019
Q2 | $4K | Sell |
19
-4
| -17% | -$842 | ﹤0.01% | 454 |
|
|
2019
Q1 | $4K | Buy |
23
+4
| +21% | +$696 | ﹤0.01% | 463 |
|
|
2018
Q4 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 531 |
|