MYCIO Wealth Partners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,334
| Closed | -$702K | – | 36 |
|
|
2019
Q4 | $702K | Buy |
3,334
+265
| +9% | +$55.8K | 0.05% | 159 |
|
|
2019
Q3 | $590K | Sell |
3,069
-35
| -1% | -$6.73K | 0.04% | 160 |
|
|
2019
Q2 | $574K | Buy |
3,104
+75
| +2% | +$13.9K | 0.05% | 155 |
|
|
2019
Q1 | $533K | Hold |
3,029
| – | – | 0.04% | 155 |
|
|
2018
Q4 | $427K | Hold |
3,029
| – | – | 0.04% | 162 |
|
|
2018
Q3 | $516K | Buy |
3,029
+125
| +4% | +$21.3K | 0.05% | 150 |
|
|
2018
Q2 | $475K | Hold |
2,904
| – | – | 0.05% | 156 |
|
|
2018
Q1 | $446K | Sell |
2,904
-10
| -0.3% | -$1.54K | 0.05% | 141 |
|
|
2017
Q4 | $446K | Hold |
2,914
| – | – | 0.05% | 151 |
|
|
2017
Q3 | $394K | Hold |
2,914
| – | – | 0.04% | 161 |
|
|
2017
Q2 | $360K | Sell |
2,914
-179
| -6% | -$22.1K | 0.04% | 155 |
|
|
2017
Q1 | $371K | Buy |
3,093
+269
| +10% | +$32.3K | 0.05% | 155 |
|
|
2016
Q4 | $331K | Sell |
2,824
-18
| -0.6% | -$2.11K | 0.04% | 153 |
|
|
2016
Q3 | $347K | Buy |
2,842
+99
| +4% | +$12.1K | 0.06% | 121 |
|
|
2016
Q2 | $311K | Buy |
2,743
+750
| +38% | +$85K | 0.05% | 129 |
|
|
2016
Q1 | $230K | Buy |
1,993
+1,750
| +720% | +$202K | 0.04% | 145 |
|
|
2015
Q4 | $25K | Hold |
243
| – | – | ﹤0.01% | 385 |
|
|
2015
Q3 | $24K | Hold |
243
| – | – | ﹤0.01% | 409 |
|
|
2015
Q2 | $24K | Sell |
243
-35
| -13% | -$3.46K | ﹤0.01% | 402 |
|
|
2015
Q1 | $26K | Hold |
278
| – | – | 0.01% | 370 |
|
|
2014
Q4 | $25K | Hold |
278
| – | – | 0.01% | 362 |
|
|
2014
Q3 | $23K | Sell |
278
-21
| -7% | -$1.74K | 0.01% | 343 |
|
|
2014
Q2 | $24K | Hold |
299
| – | – | 0.01% | 365 |
|
|
2014
Q1 | $24K | Hold |
299
| – | – | 0.01% | 356 |
|
|
2013
Q4 | $25K | Sell |
299
-49
| -14% | -$4.1K | 0.01% | 334 |
|
|
2013
Q3 | $26K | Hold |
348
| – | – | 0.01% | 303 |
|
|
2013
Q2 | $25K | Buy |
+348
| New | +$25K | 0.01% | 314 |
|