Schneider Downs Wealth Management 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 |
-1,765
| Closed | -$454K | – | 114 |
|
|
2022
Q3 | $454K | Sell |
1,765
-180
| -9% | -$46.3K | 0.13% | 67 |
|
|
2022
Q2 | $540K | Hold |
1,945
| – | – | 0.15% | 69 |
|
|
2022
Q1 | $656K | Sell |
1,945
-78
| -4% | -$26.3K | 0.17% | 64 |
|
|
2021
Q4 | $839K | Sell |
2,023
-10
| -0.5% | -$4.15K | 0.2% | 53 |
|
|
2021
Q3 | $650K | Buy |
2,033
+6
| +0.3% | +$1.92K | 0.17% | 67 |
|
|
2021
Q2 | $598K | Sell |
2,027
-5
| -0.2% | -$1.48K | 0.15% | 68 |
|
|
2021
Q1 | $561K | Buy |
+2,032
| New | +$561K | 0.14% | 66 |
|