Heron Financial Group’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $234K | Sell |
759
-3
| -0.4% | -$926 | 0.13% | 128 |
|
|
2023
Q1 | $218K | Buy |
+762
| New | +$218K | 0.12% | 131 |
|
|
2022
Q3 | – | Sell |
-751
| Closed | -$209K | – | 134 |
|
|
2022
Q2 | $209K | Buy |
751
+55
| +8% | +$15.3K | 0.13% | 129 |
|
|
2022
Q1 | $235K | Hold |
696
| – | – | 0.12% | 132 |
|
|
2021
Q4 | $246K | Hold |
696
| – | – | 0.13% | 123 |
|
|
2021
Q3 | $223K | Hold |
696
| – | – | 0.12% | 134 |
|
|
2021
Q2 | $205K | Sell |
696
-60
| -8% | -$17.7K | 0.12% | 139 |
|
|
2021
Q1 | $210K | Buy |
+756
| New | +$210K | 0.13% | 137 |
|