TFP
Tilia Fiduciary Partners’s Accenture ACN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-403
| Closed | -$124K | – | 96 |
|
2023
Q2 | $124K | Sell |
403
-46
| -10% | -$14.2K | 0.11% | 117 |
|
2023
Q1 | $128K | Hold |
449
| – | – | 0.12% | 117 |
|
2022
Q4 | $120K | Hold |
449
| – | – | 0.12% | 128 |
|
2022
Q3 | $114K | Buy |
449
+37
| +9% | +$9.39K | 0.12% | 123 |
|
2022
Q2 | $113K | Hold |
412
| – | – | 0.11% | 128 |
|
2022
Q1 | $139K | Hold |
412
| – | – | 0.12% | 124 |
|
2021
Q4 | $171K | Buy |
+412
| New | +$171K | 0.14% | 113 |
|