Nisa Investment Advisors’s Accolade, Inc. Common Stock ACCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-60,329
| Closed | -$421K | – | 3125 |
|
|
2025
Q1 | $421K | Buy |
60,329
+4,649
| +8% | +$32.5K | ﹤0.01% | 1046 |
|
|
2024
Q4 | $190K | Buy |
55,680
+55,314
| +15,113% | +$189K | ﹤0.01% | 1311 |
|
|
2024
Q3 | $1.41K | Sell |
366
-5,514
| -94% | -$21.2K | ﹤0.01% | 2493 |
|
|
2024
Q2 | $21.1K | Sell |
5,880
-20,805
| -78% | -$74.5K | ﹤0.01% | 1918 |
|
|
2024
Q1 | $280K | Buy |
26,685
+25
| +0.1% | +$262 | ﹤0.01% | 1234 |
|
|
2023
Q4 | $320K | Buy |
26,660
+220
| +0.8% | +$2.64K | ﹤0.01% | 1174 |
|
|
2023
Q3 | $280K | Hold |
26,440
| – | – | ﹤0.01% | 1221 |
|
|
2023
Q2 | $356K | Buy |
26,440
+17,300
| +189% | +$233K | ﹤0.01% | 1166 |
|
|
2023
Q1 | $131K | Hold |
9,140
| – | – | ﹤0.01% | 1421 |
|
|
2022
Q4 | $71K | Sell |
9,140
-38,218
| -81% | -$297K | ﹤0.01% | 1669 |
|
|
2022
Q3 | $538K | Buy |
47,358
+43,758
| +1,216% | +$497K | ﹤0.01% | 1005 |
|
|
2022
Q2 | $27K | Sell |
3,600
-22,200
| -86% | -$167K | ﹤0.01% | 1957 |
|
|
2022
Q1 | $453K | Buy |
25,800
+25,280
| +4,862% | +$444K | ﹤0.01% | 1113 |
|
|
2021
Q4 | $10K | Hold |
520
| – | – | ﹤0.01% | 2030 |
|
|
2021
Q3 | $22 | Hold |
520
| – | – | ﹤0.01% | 2078 |
|
|
2021
Q2 | $28 | Buy |
+520
| New | +$28 | ﹤0.01% | 2067 |
|