Soundmark Wealth Management’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,100
Closed -$352K 60
2021
Q3
$352K Sell
1,100
-85
-7% -$27.2K 0.13% 53
2021
Q2
$351K Sell
1,185
-120
-9% -$35.5K 0.14% 48
2021
Q1
$361K Sell
1,305
-128
-9% -$35.4K 0.2% 46
2020
Q4
$374K Buy
+1,433
New +$374K 0.24% 40