OCM
ACCD
Osterweis Capital Management’s Accolade, Inc. Common Stock ACCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-165,689
| Closed | -$2.91M | – | 159 |
|
|
2022
Q1 | $2.91M | Buy |
165,689
+85,489
| +107% | +$1.5M | 0.16% | 102 |
|
|
2021
Q4 | $2.11M | Sell |
80,200
-108,790
| -58% | -$2.87M | 0.11% | 105 |
|
|
2021
Q3 | $7.97M | Sell |
188,990
-1,530
| -0.8% | -$64.5K | 0.44% | 70 |
|
|
2021
Q2 | $10.3M | Buy |
190,520
+5,875
| +3% | +$319K | 0.53% | 61 |
|
|
2021
Q1 | $8.38M | Buy |
184,645
+57,975
| +46% | +$2.63M | 0.46% | 65 |
|
|
2020
Q4 | $5.51M | Buy |
+126,670
| New | +$5.51M | 0.33% | 81 |
|