IFP Advisors’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 |
-50
| Closed | -$349 | – | 5070 |
|
|
2025
Q1 | $349 | Hold |
50
| – | – | ﹤0.01% | 3539 |
|
|
2024
Q4 | $171 | Buy |
+50
| New | +$171 | ﹤0.01% | 3818 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$1K | – | 4511 |
|
|
2022
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 4532 |
|
|
2022
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 4722 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4724 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$14K | – | 4522 |
|
|
2021
Q1 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 2000 |
|
|
2020
Q4 | – | Sell |
-260
| Closed | -$10K | – | 4185 |
|
|
2020
Q3 | $10K | Buy |
+260
| New | +$10K | ﹤0.01% | 1912 |
|