Vontobel Swiss Wealth Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,725
| Closed | -$319K | – | 103 |
|
|
2019
Q2 | $319K | Buy |
1,725
+190
| +12% | +$35.1K | 0.17% | 98 |
|
|
2019
Q1 | $270K | Buy |
+1,535
| New | +$270K | 0.29% | 46 |
|
|
2018
Q4 | – | Sell |
-1,870
| Closed | -$318K | – | 78 |
|
|
2018
Q3 | $318K | Hold |
1,870
| – | – | 0.19% | 61 |
|
|
2018
Q2 | $306K | Hold |
1,870
| – | – | 0.17% | 63 |
|
|
2018
Q1 | $287K | Sell |
1,870
-130
| -7% | -$20K | 0.15% | 64 |
|
|
2017
Q4 | $306K | Sell |
2,000
-875
| -30% | -$134K | 0.18% | 62 |
|
|
2017
Q3 | $388K | Buy |
2,875
+875
| +44% | +$118K | 0.24% | 52 |
|
|
2017
Q2 | $247K | Buy |
+2,000
| New | +$247K | 0.16% | 58 |
|
|
2017
Q1 | – | Sell |
-2,125
| Closed | -$249K | – | 69 |
|
|
2016
Q4 | $249K | Sell |
2,125
-500
| -19% | -$58.6K | 0.15% | 60 |
|
|
2016
Q3 | $321K | Hold |
2,625
| – | – | 0.17% | 54 |
|
|
2016
Q2 | $268K | Sell |
2,625
-400
| -13% | -$40.8K | 0.16% | 62 |
|
|
2016
Q1 | $349K | Buy |
+3,025
| New | +$349K | 0.19% | 51 |
|