Invera Wealth Advisors’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,080
Closed -$1.61M 48
2024
Q1
$1.61M Buy
5,080
+2,291
+82% +$724K 1.36% 29
2023
Q4
$979K Buy
+2,789
New +$979K 0.61% 57