TrueWealth LLC’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $559K | Sell |
2,603
-155
| -6% | -$33.3K | 0.24% | 65 |
|
|
2020
Q1 | $450K | Sell |
2,758
-26
| -0.9% | -$4.24K | 0.22% | 72 |
|
|
2019
Q4 | $586K | Hold |
2,784
| – | – | 0.24% | 67 |
|
|
2019
Q3 | $535K | Hold |
2,784
| – | – | 0.23% | 69 |
|
|
2019
Q2 | $514K | Buy |
2,784
+26
| +0.9% | +$4.8K | 0.23% | 70 |
|
|
2019
Q1 | $485K | Hold |
2,758
| – | – | 0.22% | 73 |
|
|
2018
Q4 | $389K | Hold |
2,758
| – | – | 0.2% | 80 |
|
|
2018
Q3 | $469K | Hold |
2,758
| – | – | 0.22% | 71 |
|
|
2018
Q2 | $451K | Buy |
2,758
+1,657
| +150% | +$271K | 0.21% | 69 |
|
|
2018
Q1 | $169K | Sell |
1,101
-248
| -18% | -$38.1K | 0.09% | 140 |
|
|
2017
Q4 | $206K | Buy |
+1,349
| New | +$206K | 0.1% | 131 |
|