VWA
V Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,161
| Closed | -$358K | – | 110 |
|
|
2023
Q2 | $358K | Buy |
1,161
+84
| +8% | +$25.9K | 0.06% | 251 |
|
|
2023
Q1 | $308K | Buy |
1,077
+225
| +26% | +$64.3K | 0.06% | 285 |
|
|
2022
Q4 | $227K | Buy |
+852
| New | +$227K | 0.05% | 318 |
|
|
2017
Q3 | – | Sell |
-110
| Closed | -$14K | – | 197 |
|
|
2017
Q2 | $14K | Buy |
+110
| New | +$14K | 0.01% | 503 |
|