Kays Financial Advisory’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,270
| Closed | -$551K | – | 63 |
|
|
2015
Q4 | $551K | Buy |
5,270
+236
| +5% | +$24.7K | 0.29% | 43 |
|
|
2015
Q3 | $495K | Buy |
5,034
+764
| +18% | +$75.1K | 0.28% | 41 |
|
|
2015
Q2 | $413K | Buy |
4,270
+235
| +6% | +$22.7K | 0.24% | 41 |
|
|
2015
Q1 | $378K | Buy |
4,035
+1,172
| +41% | +$110K | 0.22% | 41 |
|
|
2014
Q4 | $256K | Buy |
+2,863
| New | +$256K | 0.17% | 51 |
|