Taylor Wealth Management Partners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10
| Closed | -$1K | – | 48 |
|
|
2018
Q4 | $1K | Sell |
10
-12
| -55% | -$1.2K | ﹤0.01% | 123 |
|
|
2018
Q3 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 120 |
|
|
2018
Q1 | – | Sell |
-600
| Closed | -$92K | – | 133 |
|
|
2017
Q4 | $92K | Hold |
600
| – | – | 0.04% | 86 |
|
|
2017
Q3 | $81K | Hold |
600
| – | – | 0.04% | 91 |
|
|
2017
Q2 | $74K | Hold |
600
| – | – | 0.03% | 94 |
|
|
2017
Q1 | $72K | Hold |
600
| – | – | 0.03% | 97 |
|
|
2016
Q4 | $70K | Hold |
600
| – | – | 0.03% | 94 |
|
|
2016
Q3 | $73K | Hold |
600
| – | – | 0.03% | 83 |
|
|
2016
Q2 | $68K | Hold |
600
| – | – | 0.03% | 82 |
|
|
2016
Q1 | $69K | Hold |
600
| – | – | 0.03% | 75 |
|
|
2015
Q4 | $63K | Hold |
600
| – | – | 0.03% | 74 |
|
|
2015
Q3 | $59K | Hold |
600
| – | – | 0.03% | 74 |
|
|
2015
Q2 | $58K | Buy |
+600
| New | +$58K | 0.02% | 88 |
|