Squar Milner Financial Services’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-4,901
| Closed | -$1.05M | – | 5 |
|
2020
Q2 | $1.05M | Buy |
4,901
+1,051
| +27% | +$226K | 0.6% | 37 |
|
2020
Q1 | $628K | Buy |
3,850
+467
| +14% | +$76.2K | 0.38% | 53 |
|
2019
Q4 | $712K | Sell |
3,383
-1,819
| -35% | -$383K | 0.36% | 53 |
|
2019
Q3 | $1.18M | Buy |
5,202
+2,811
| +118% | +$635K | 0.6% | 42 |
|
2019
Q2 | $442K | Buy |
2,391
+481
| +25% | +$88.9K | 0.3% | 81 |
|
2019
Q1 | $336K | Buy |
1,910
+145
| +8% | +$25.5K | 0.25% | 94 |
|
2018
Q4 | $249K | Hold |
1,765
| – | – | 0.24% | 108 |
|
2018
Q3 | $300K | Sell |
1,765
-43
| -2% | -$7.31K | 0.27% | 98 |
|
2018
Q2 | $296K | Buy |
1,808
+210
| +13% | +$34.4K | 0.26% | 103 |
|
2018
Q1 | $245K | Sell |
1,598
-51
| -3% | -$7.82K | 0.31% | 117 |
|
2017
Q4 | $266K | Buy |
+1,649
| New | +$266K | 0.32% | 111 |
|