MPS Loria Financial Planners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-296
| Closed | -$81K | – | 86 |
|
|
2021
Q1 | $81K | Hold |
296
| – | – | 0.04% | 128 |
|
|
2020
Q4 | $76K | Buy |
296
+96
| +48% | +$24.6K | 0.03% | 133 |
|
|
2020
Q3 | $45K | Hold |
200
| – | – | 0.02% | 152 |
|
|
2020
Q2 | $43K | Buy |
+200
| New | +$43K | 0.02% | 151 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$26K | – | 73 |
|
|
2017
Q2 | $26K | Buy |
+200
| New | +$26K | 0.02% | 206 |
|