IWA
Intercontinental Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.17M | Buy |
3,786
+685
| +22% | +$211K | 0.28% | 80 |
|
|
2023
Q1 | $886K | Buy |
3,101
+1
| +0% | +$286 | 0.23% | 107 |
|
|
2022
Q4 | $827K | Buy |
3,100
+13
| +0.4% | +$3.47K | 0.25% | 98 |
|
|
2022
Q3 | $794K | Sell |
3,087
-108
| -3% | -$27.8K | 0.25% | 94 |
|
|
2022
Q2 | $887K | Buy |
3,195
+448
| +16% | +$124K | 0.24% | 96 |
|
|
2022
Q1 | $926K | Buy |
2,747
+540
| +24% | +$182K | 0.21% | 94 |
|
|
2021
Q4 | $915K | Sell |
2,207
-1
| -0% | -$415 | 0.19% | 105 |
|
|
2021
Q3 | $706K | Sell |
2,208
-104
| -4% | -$33.3K | 0.16% | 117 |
|
|
2021
Q2 | $682K | Buy |
2,312
+461
| +25% | +$136K | 0.14% | 129 |
|
|
2021
Q1 | $511K | Buy |
1,851
+143
| +8% | +$39.5K | 0.11% | 156 |
|
|
2020
Q4 | $446K | Buy |
+1,708
| New | +$446K | 0.11% | 153 |
|
|
2020
Q1 | – | Sell |
-211
| Closed | -$45K | – | 157 |
|
|
2019
Q4 | $45K | Sell |
211
-498
| -70% | -$106K | 0.04% | 188 |
|
|
2019
Q3 | $136K | Hold |
709
| – | – | 0.08% | 146 |
|
|
2019
Q2 | $131K | Hold |
709
| – | – | 0.07% | 150 |
|
|
2019
Q1 | $125K | Buy |
709
+128
| +22% | +$22.6K | 0.06% | 155 |
|
|
2018
Q4 | $82K | Buy |
+581
| New | +$82K | 0.05% | 178 |
|
|
2018
Q2 | – | Sell |
-2,605
| Closed | -$400K | – | 132 |
|
|
2018
Q1 | $400K | Buy |
2,605
+33
| +1% | +$5.07K | 0.23% | 64 |
|
|
2017
Q4 | $394K | Sell |
2,572
-478
| -16% | -$73.2K | 0.22% | 68 |
|
|
2017
Q3 | $412K | Buy |
3,050
+369
| +14% | +$49.8K | 0.25% | 67 |
|
|
2017
Q2 | $332K | Buy |
2,681
+97
| +4% | +$12K | 0.21% | 80 |
|
|
2017
Q1 | $310K | Buy |
+2,584
| New | +$310K | 0.19% | 97 |
|