Invenio Wealth Partners’s Accenture ACN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-624	Closed	-$219K	–	97
2023 Q4	$219K	Sell	624 -54	-8%	-$18.9K	0.16%	88
2023 Q3	$208K	Sell	678 -450	-40%	-$138K	0.19%	84
2023 Q2	$348K	Buy	+1,128	New	+$348K	0.39%	51