JWM
Jacobus Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,630
| Closed | -$146K | – | 301 |
|
|
2014
Q4 | $146K | Hold |
1,630
| – | – | 0.04% | 238 |
|
|
2014
Q3 | $133K | Sell |
1,630
-420
| -20% | -$34.3K | 0.04% | 257 |
|
|
2014
Q2 | $166K | Hold |
2,050
| – | – | 0.04% | 238 |
|
|
2014
Q1 | $163K | Buy |
+2,050
| New | +$163K | 0.04% | 240 |
|
|
2013
Q4 | – | Sell |
-1,505
| Closed | -$111K | – | 311 |
|
|
2013
Q3 | $111K | Sell |
1,505
-1,095
| -42% | -$80.8K | 0.04% | 234 |
|
|
2013
Q2 | $187K | Buy |
+2,600
| New | +$187K | 0.07% | 171 |
|