LWA
Lenox Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $104K | Buy |
308
+3
| +1% | +$1.01K | 0.01% | 167 |
|
|
2021
Q4 | $126K | Buy |
305
+162
| +113% | +$66.9K | 0.02% | 147 |
|
|
2021
Q3 | $46K | Sell |
143
-22
| -13% | -$7.08K | 0.01% | 240 |
|
|
2021
Q2 | $49K | Hold |
165
| – | – | 0.01% | 236 |
|
|
2021
Q1 | $46K | Sell |
165
-2
| -1% | -$558 | 0.01% | 197 |
|
|
2020
Q4 | $44K | Sell |
167
-115
| -41% | -$30.3K | 0.01% | 201 |
|
|
2020
Q3 | $64K | Buy |
282
+119
| +73% | +$27K | 0.01% | 139 |
|
|
2020
Q2 | $35K | Buy |
163
+19
| +13% | +$4.08K | 0.01% | 199 |
|
|
2020
Q1 | $24K | Hold |
144
| – | – | ﹤0.01% | 229 |
|
|
2019
Q4 | $30K | Buy |
144
+9
| +7% | +$1.88K | ﹤0.01% | 254 |
|
|
2019
Q3 | $26K | Hold |
135
| – | – | ﹤0.01% | 243 |
|
|
2019
Q2 | $25K | Buy |
135
+101
| +297% | +$18.7K | ﹤0.01% | 198 |
|
|
2019
Q1 | $6K | Buy |
+34
| New | +$6K | ﹤0.01% | 321 |
|
|
2017
Q4 | – | Sell |
-4
| Closed | -$1K | – | 381 |
|
|
2017
Q3 | $1K | Sell |
4
-8
| -67% | -$2K | ﹤0.01% | 192 |
|
|
2017
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 94 |
|
|
2016
Q3 | – | Sell |
-65
| Closed | -$7K | – | 203 |
|
|
2016
Q2 | $7K | Hold |
65
| – | – | ﹤0.01% | 174 |
|
|
2016
Q1 | $8K | Sell |
65
-500
| -88% | -$61.5K | ﹤0.01% | 173 |
|
|
2015
Q4 | $59K | Buy |
565
+47
| +9% | +$4.91K | 0.02% | 74 |
|
|
2015
Q3 | $51K | Buy |
+518
| New | +$51K | 0.02% | 82 |
|
|
2014
Q1 | – | Sell |
-124
| Closed | -$10K | – | 193 |
|
|
2013
Q4 | $10K | Buy |
124
+52
| +72% | +$4.19K | 0.01% | 167 |
|
|
2013
Q3 | $5K | Sell |
72
-100
| -58% | -$6.94K | ﹤0.01% | 159 |
|
|
2013
Q2 | $12K | Buy |
+172
| New | +$12K | 0.01% | 99 |
|