Kingsview Wealth Management’s Acco Brands ACCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-106,231
Closed -$581K 1099
2024
Q3
$581K Sell
106,231
-2,172
-2% -$11.9K 0.01% 666
2024
Q2
$509K Sell
108,403
-290,170
-73% -$1.36M 0.01% 678
2024
Q1
$2.24M Sell
398,573
-19,637
-5% -$110K 0.06% 317
2023
Q4
$2.54M Sell
418,210
-134,761
-24% -$819K 0.08% 233
2023
Q3
$3.17M Buy
552,971
+471,772
+581% +$2.71M 0.11% 196
2023
Q2
$423K Buy
81,199
+9,230
+13% +$48.1K 0.02% 637
2023
Q1
$383K Buy
+71,969
New +$383K 0.02% 645
2021
Q3
Sell
-41,183
Closed -$362K 837
2021
Q2
$362K Buy
+41,183
New +$362K 0.02% 649