Orion Portfolio Solutions’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
2023
Q4
Sell
-61,463
Closed -$650K 1770
2023
Q3
$650K Sell
61,463
-4,235
-6% -$44.8K 0.01% 1102
2023
Q2
$885K Sell
65,698
-4,266
-6% -$57.5K 0.01% 999
2023
Q1
$1.01M Buy
+69,964
New +$1.01M 0.01% 867