Steel Grove Capital Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,212
| Closed | -$420K | – | 172 |
|
|
2024
Q1 | $420K | Buy |
+1,212
| New | +$420K | 0.06% | 136 |
|
|
2019
Q1 | – | Sell |
-1,676
| Closed | -$236K | – | 118 |
|
|
2018
Q4 | $236K | Buy |
1,676
+15
| +0.9% | +$2.11K | 0.03% | 277 |
|
|
2018
Q3 | $283K | Hold |
1,661
| – | – | 0.04% | 259 |
|
|
2018
Q2 | $272K | Buy |
1,661
+14
| +0.9% | +$2.29K | 0.04% | 256 |
|
|
2018
Q1 | $253K | Hold |
1,647
| – | – | 0.04% | 265 |
|
|
2017
Q4 | $252K | Buy |
1,647
+15
| +0.9% | +$2.3K | 0.04% | 260 |
|
|
2017
Q3 | $220K | Hold |
1,632
| – | – | 0.04% | 260 |
|
|
2017
Q2 | $202K | Buy |
+1,632
| New | +$202K | 0.04% | 260 |
|