KCS Wealth Advisory’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-749
| Closed | -$144K | – | 153 |
|
2019
Q3 | $144K | Sell |
749
-798
| -52% | -$154K | 0.1% | 170 |
|
2019
Q2 | $286K | Hold |
1,547
| – | – | 0.23% | 124 |
|
2019
Q1 | $272K | Sell |
1,547
-65
| -4% | -$11.4K | 0.24% | 124 |
|
2018
Q4 | $227K | Sell |
1,612
-201
| -11% | -$28.3K | 0.24% | 134 |
|
2018
Q3 | $309K | Sell |
1,813
-345
| -16% | -$58.8K | 0.29% | 121 |
|
2018
Q2 | $353K | Sell |
2,158
-139
| -6% | -$22.7K | 0.33% | 115 |
|
2018
Q1 | $353K | Sell |
2,297
-138
| -6% | -$21.2K | 0.32% | 118 |
|
2017
Q4 | $373K | Buy |
+2,435
| New | +$373K | 0.36% | 108 |
|