Integrated Wealth Management’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$246K Buy
2,048
+133
+7% +$16K 0.08% 211
2016
Q4
$224K Sell
1,915
-203
-10% -$23.7K 0.08% 217
2016
Q3
$259K Sell
2,118
-338
-14% -$41.3K 0.09% 183
2016
Q2
$278K Sell
2,456
-55
-2% -$6.23K 0.11% 169
2016
Q1
$290K Sell
2,511
-25
-1% -$2.89K 0.12% 140
2015
Q4
$265K Sell
2,536
-40
-2% -$4.18K 0.11% 142
2015
Q3
$253K Sell
2,576
-38
-1% -$3.73K 0.11% 152
2015
Q2
$253K Sell
2,614
-34
-1% -$3.29K 0.1% 157
2015
Q1
$248K Buy
+2,648
New +$248K 0.1% 153