LWP
Laurel Wealth Planning’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-490
| Closed | -$131K | – | 61 |
|
|
2022
Q4 | $131K | Hold |
490
| – | – | 0.08% | 73 |
|
|
2022
Q3 | $126K | Sell |
490
-275
| -36% | -$70.7K | 0.09% | 72 |
|
|
2022
Q2 | $212K | Hold |
765
| – | – | 0.15% | 57 |
|
|
2022
Q1 | $258K | Hold |
765
| – | – | 0.17% | 64 |
|
|
2021
Q4 | $317K | Hold |
765
| – | – | 0.24% | 55 |
|
|
2021
Q3 | $245K | Hold |
765
| – | – | 0.2% | 55 |
|
|
2021
Q2 | $226K | Hold |
765
| – | – | 0.2% | 45 |
|
|
2021
Q1 | $211K | Hold |
765
| – | – | 0.19% | 45 |
|
|
2020
Q4 | $200K | Buy |
+765
| New | +$200K | 0.2% | 40 |
|