JWM
Jackson Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19,094
| Closed | -$7.92M | – | 112 |
|
|
2021
Q4 | $7.92M | Buy |
19,094
+130
| +0.7% | +$53.9K | 1% | 29 |
|
|
2021
Q3 | $91K | Sell |
18,964
-29
| -0.2% | -$139 | 1.1% | 22 |
|
|
2021
Q2 | $5.6M | Buy |
18,993
+999
| +6% | +$294K | 0.71% | 40 |
|
|
2021
Q1 | $4.97M | Buy |
17,994
+1,187
| +7% | +$328K | 0.75% | 40 |
|
|
2020
Q4 | $4.39M | Buy |
16,807
+1,560
| +10% | +$407K | 0.6% | 44 |
|
|
2020
Q3 | $3.45M | Buy |
15,247
+2,393
| +19% | +$541K | 0.52% | 51 |
|
|
2020
Q2 | $2.76M | Buy |
+12,854
| New | +$2.76M | 0.49% | 52 |
|