SkyOak Wealth’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-894
| Closed | -$314K | – | 250 |
|
|
2023
Q4 | $314K | Sell |
894
-14
| -2% | -$4.91K | 0.08% | 172 |
|
|
2023
Q3 | $279K | Sell |
908
-24
| -3% | -$7.37K | 0.08% | 179 |
|
|
2023
Q2 | $288K | Buy |
932
+74
| +9% | +$22.8K | 0.08% | 173 |
|
|
2023
Q1 | $245K | Buy |
+858
| New | +$245K | 0.07% | 189 |
|
|
2021
Q4 | – | Sell |
-670
| Closed | -$214K | – | 246 |
|
|
2021
Q3 | $214K | Buy |
+670
| New | +$214K | 0.06% | 209 |
|