IEQ Capital’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 |
-39,804
| Closed | -$278K | – | 2027 |
|
|
2025
Q1 | $278K | Sell |
39,804
-42,705
| -52% | -$298K | ﹤0.01% | 1222 |
|
|
2024
Q4 | $282K | Buy |
82,509
+41,071
| +99% | +$140K | ﹤0.01% | 1052 |
|
|
2024
Q3 | $160K | Buy |
+41,438
| New | +$160K | ﹤0.01% | 1078 |
|
|
2024
Q2 | – | Sell |
-259,748
| Closed | -$2.72M | – | 1043 |
|
|
2024
Q1 | $2.72M | Sell |
259,748
-854,943
| -77% | -$8.96M | 0.04% | 267 |
|
|
2023
Q4 | $13.4M | Buy |
+1,114,691
| New | +$13.4M | 0.22% | 67 |
|