Pinnacle Wealth Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,259
| Closed | -$47.5K | – | 565 |
|
|
2024
Q2 | $47.5K | Hold |
13,259
| – | – | 0.01% | 505 |
|
|
2024
Q1 | $139K | Hold |
13,259
| – | – | 0.02% | 461 |
|
|
2023
Q4 | $159K | Sell |
13,259
-66
| -0.5% | -$793 | 0.03% | 427 |
|
|
2023
Q3 | $141K | Hold |
13,325
| – | – | 0.02% | 387 |
|
|
2023
Q2 | $179K | Hold |
13,325
| – | – | 0.03% | 395 |
|
|
2023
Q1 | $192K | Hold |
13,325
| – | – | 0.03% | 408 |
|
|
2022
Q4 | $104K | Sell |
13,325
-26
| -0.2% | -$203 | 0.02% | 397 |
|
|
2022
Q3 | $152K | Hold |
13,351
| – | – | 0.03% | 342 |
|
|
2022
Q2 | $99K | Buy |
+13,351
| New | +$99K | 0.02% | 378 |
|