SWM
SVA Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.77M | Buy |
22,097
+2,230
| +11% | +$583K | 0.5% | 41 |
|
|
2020
Q3 | $4.49M | Buy |
19,867
+2,295
| +13% | +$519K | 0.44% | 52 |
|
|
2020
Q2 | $3.77M | Buy |
17,572
+1,151
| +7% | +$247K | 0.4% | 55 |
|
|
2020
Q1 | $2.68M | Buy |
16,421
+4,718
| +40% | +$770K | 0.31% | 59 |
|
|
2019
Q4 | $2.46M | Buy |
11,703
+623
| +6% | +$131K | 0.23% | 82 |
|
|
2019
Q3 | $2.13M | Buy |
11,080
+10
| +0.1% | +$1.92K | 0.21% | 92 |
|
|
2019
Q2 | $2.05M | Buy |
11,070
+1,838
| +20% | +$340K | 0.2% | 92 |
|
|
2019
Q1 | $1.63M | Buy |
+9,232
| New | +$1.63M | 0.16% | 106 |
|
|
2018
Q4 | – | Sell |
-1,419
| Closed | -$242K | – | 207 |
|
|
2018
Q3 | $242K | Buy |
+1,419
| New | +$242K | 0.02% | 202 |
|