San Luis Wealth Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-820
| Closed | -$211K | – | 70 |
|
|
2022
Q3 | $211K | Buy |
820
+23
| +3% | +$5.92K | 0.22% | 74 |
|
|
2022
Q2 | $221K | Sell |
797
-8
| -1% | -$2.22K | 0.25% | 55 |
|
|
2022
Q1 | $334K | Hold |
805
| – | – | 0.16% | 113 |
|
|
2021
Q4 | $334K | Hold |
805
| – | – | 0.34% | 66 |
|
|
2021
Q3 | $258K | Buy |
+805
| New | +$258K | 0.14% | 133 |
|
|
2020
Q4 | $520K | Buy |
+1,990
| New | +$520K | 0.34% | 77 |
|