IWA
IBEX Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-33
| Closed | -$9.96K | – | 69 |
|
|
2024
Q2 | $9.96K | Sell |
33
-12,896
| -100% | -$3.89M | ﹤0.01% | 228 |
|
|
2024
Q1 | $3.45M | Buy |
12,929
+12,910
| +67,947% | +$3.44M | 0.94% | 39 |
|
|
2023
Q4 | $6.79K | Sell |
19
-17,854
| -100% | -$6.38M | 1.48% | 20 |
|
|
2023
Q3 | $5.49M | Buy |
+17,873
| New | +$5.49M | 1.4% | 25 |
|
|
2023
Q1 | $3.8M | Buy |
13,277
+348
| +3% | +$99.5K | 0.98% | 40 |
|
|
2022
Q4 | $3.45M | Buy |
12,929
+150
| +1% | +$40K | 0.78% | 42 |
|
|
2022
Q3 | $3.29M | Sell |
12,779
-315
| -2% | -$81K | 0.85% | 42 |
|
|
2022
Q2 | $3.64M | Sell |
13,094
-3,500
| -21% | -$972K | 0.84% | 43 |
|
|
2022
Q1 | $5.6M | Sell |
16,594
-2,351
| -12% | -$793K | 1.07% | 34 |
|
|
2021
Q4 | $7.85M | Buy |
18,945
+374
| +2% | +$155K | 1.39% | 15 |
|
|
2021
Q3 | $5.94M | Buy |
18,571
+541
| +3% | +$173K | 1.14% | 22 |
|
|
2021
Q2 | $5.32M | Buy |
18,030
+1,229
| +7% | +$362K | 1.06% | 28 |
|
|
2021
Q1 | $4.64M | Sell |
16,801
-1,005
| -6% | -$278K | 1.14% | 32 |
|
|
2020
Q4 | $4.65M | Buy |
17,806
+1,171
| +7% | +$306K | 1.21% | 29 |
|
|
2020
Q3 | $3.76M | Sell |
16,635
-335
| -2% | -$75.7K | 1.09% | 37 |
|
|
2020
Q2 | $3.64M | Buy |
+16,970
| New | +$3.64M | 1.17% | 34 |
|
|
2020
Q1 | – | Sell |
-15,791
| Closed | -$3.33M | – | 92 |
|
|
2019
Q4 | $3.33M | Buy |
15,791
+1,006
| +7% | +$212K | 1.02% | 38 |
|
|
2019
Q3 | $2.84M | Buy |
14,785
+14,546
| +6,086% | +$2.8M | 0.94% | 46 |
|
|
2019
Q2 | $44K | Buy |
+239
| New | +$44K | 0.01% | 228 |
|
|
2018
Q4 | – | Sell |
-29,879
| Closed | -$5.18M | – | 73 |
|
|
2018
Q3 | $5.18M | Buy |
29,879
+6,727
| +29% | +$1.17M | 1.86% | 13 |
|
|
2018
Q2 | $3.43M | Hold |
23,152
| – | – | 1.37% | 31 |
|
|
2018
Q1 | $3.43M | Sell |
23,152
-7,485
| -24% | -$1.11M | 1.39% | 30 |
|
|
2017
Q4 | $4.87M | Buy |
30,637
+23,748
| +345% | +$3.77M | 2.16% | 14 |
|
|
2017
Q3 | $944K | Buy |
6,889
+83
| +1% | +$11.4K | 0.35% | 79 |
|
|
2017
Q2 | $844K | Buy |
6,806
+61
| +0.9% | +$7.57K | 0.33% | 84 |
|
|
2017
Q1 | $794K | Sell |
6,745
-224
| -3% | -$26.4K | 0.49% | 56 |
|
|
2016
Q4 | $802K | Sell |
6,969
-311
| -4% | -$35.8K | 0.38% | 77 |
|
|
2016
Q3 | $890K | Buy |
+7,280
| New | +$890K | 0.49% | 69 |
|