SWS
SYSTM Wealth Solutions’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $18.4K | Sell |
52
-16,993
| -100% | -$6.01M | 0.56% | 28 |
|
|
2024
Q2 | $5.17M | Sell |
17,045
-21,597
| -56% | -$6.55M | 1.15% | 25 |
|
|
2024
Q1 | $13.4M | Buy |
38,642
+1,587
| +4% | +$550K | 1.69% | 3 |
|
|
2023
Q4 | $13M | Buy |
37,055
+657
| +2% | +$231K | 1.8% | 3 |
|
|
2023
Q3 | $11.2M | Buy |
36,398
+420
| +1% | +$129K | 1.72% | 4 |
|
|
2023
Q2 | $11.1M | Buy |
35,978
+3,161
| +10% | +$975K | 1.5% | 7 |
|
|
2023
Q1 | $9.38M | Sell |
32,817
-3,851
| -11% | -$1.1M | 1.44% | 5 |
|
|
2022
Q4 | $9.78M | Buy |
+36,668
| New | +$9.78M | 1.22% | 8 |
|