LWP
Lumature Wealth Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.39M | Sell |
4,496
-40
| -0.9% | -$12.3K | 0.82% | 31 |
|
|
2023
Q1 | $1.3M | Buy |
4,536
+304
| +7% | +$86.9K | 0.73% | 31 |
|
|
2022
Q4 | $1.13M | Sell |
4,232
-291
| -6% | -$77.7K | 0.63% | 35 |
|
|
2022
Q3 | $1.16M | Sell |
4,523
-57
| -1% | -$14.7K | 0.62% | 35 |
|
|
2022
Q2 | $1.27M | Sell |
4,580
-146
| -3% | -$40.5K | 0.57% | 38 |
|
|
2022
Q1 | $1.59M | Buy |
4,726
+584
| +14% | +$197K | 0.64% | 33 |
|
|
2021
Q4 | $1.72M | Buy |
4,142
+144
| +4% | +$59.7K | 0.67% | 28 |
|
|
2021
Q3 | $1.28M | Buy |
3,998
+214
| +6% | +$68.5K | 0.52% | 37 |
|
|
2021
Q2 | $1.12M | Buy |
3,784
+409
| +12% | +$121K | 0.46% | 41 |
|
|
2021
Q1 | $932K | Buy |
3,375
+781
| +30% | +$216K | 0.49% | 43 |
|
|
2020
Q4 | $678K | Buy |
+2,594
| New | +$678K | 0.64% | 39 |
|