True Wealth Design’s Accolade, Inc. Common Stock ACCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-214
Closed -$1.49K 2873
2025
Q1
$1.49K Buy
214
+164
+328% +$1.15K ﹤0.01% 1116
2024
Q4
$171 Sell
50
-7
-12% -$24 ﹤0.01% 1238
2024
Q3
$220 Buy
+57
New +$220 ﹤0.01% 1191