MCIA
Mountain Capital Investment Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,140
| Closed | -$1.62M | – | 76 |
|
|
2022
Q3 | $1.62M | Sell |
6,140
-468
| -7% | -$124K | 0.85% | 37 |
|
|
2022
Q2 | $1.85M | Buy |
6,608
+1,009
| +18% | +$282K | 0.92% | 27 |
|
|
2022
Q1 | $1.83M | Sell |
5,599
-552
| -9% | -$181K | 0.87% | 33 |
|
|
2021
Q4 | $2.31M | Buy |
6,151
+1,315
| +27% | +$493K | 1.05% | 17 |
|
|
2021
Q3 | $1.57M | Sell |
4,836
-1,574
| -25% | -$512K | 0.83% | 27 |
|
|
2021
Q2 | $1.98M | Sell |
6,410
-2,460
| -28% | -$761K | 0.91% | 23 |
|
|
2021
Q1 | $2.53M | Buy |
8,870
+1,531
| +21% | +$437K | 1.27% | 17 |
|
|
2020
Q4 | $1.91M | Sell |
7,339
-1,791
| -20% | -$466K | 1.15% | 18 |
|
|
2020
Q3 | $2.11M | Buy |
+9,130
| New | +$2.11M | 1.36% | 21 |
|
|
2017
Q4 | – | Sell |
-118
| Closed | -$16K | – | 39 |
|
|
2017
Q3 | $16K | Hold |
118
| – | – | 0.01% | 211 |
|
|
2017
Q2 | $15K | Buy |
+118
| New | +$15K | 0.01% | 255 |
|