Sageworth Trust’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,320
| Closed | -$401K | – | 108 |
|
|
2024
Q2 | $401K | Buy |
+1,320
| New | +$401K | 0.03% | 82 |
|
|
2023
Q2 | – | Sell |
-107
| Closed | -$30.6K | – | 78 |
|
|
2023
Q1 | $30.6K | Buy |
107
+96
| +873% | +$27.4K | ﹤0.01% | 170 |
|
|
2022
Q4 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 295 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | – | – | 179 |
|
|
2020
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 213 |
|
|
2017
Q3 | – | Sell |
-385
| Closed | -$48K | – | 65 |
|
|
2017
Q2 | $48K | Buy |
+385
| New | +$48K | 0.01% | 72 |
|