LWS
Lucia Wealth Services’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.49M | Buy |
6,586
+1,281
| +24% | +$289K | 0.35% | 52 |
|
|
2020
Q2 | $1.14M | Sell |
5,305
-5
| -0.1% | -$1.07K | 0.3% | 55 |
|
|
2020
Q1 | $867K | Sell |
5,310
-322
| -6% | -$52.6K | 0.29% | 61 |
|
|
2019
Q4 | $1.19M | Buy |
5,632
+318
| +6% | +$67K | 0.36% | 59 |
|
|
2019
Q3 | $1.02M | Sell |
5,314
-344
| -6% | -$66.2K | 0.34% | 59 |
|
|
2019
Q2 | $1.05M | Sell |
5,658
-1,771
| -24% | -$327K | 0.36% | 56 |
|
|
2019
Q1 | $1.31M | Buy |
7,429
+555
| +8% | +$97.7K | 0.45% | 52 |
|
|
2018
Q4 | $969K | Sell |
6,874
-2,391
| -26% | -$337K | 0.46% | 48 |
|
|
2018
Q3 | $1.58M | Sell |
9,265
-902
| -9% | -$154K | 0.49% | 52 |
|
|
2018
Q2 | $1.66M | Buy |
+10,167
| New | +$1.66M | 0.73% | 35 |
|