Walled Lake Planning & Wealth Management’s Acco Brands ACCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-206
| Closed | -$2K | – | 103 |
|
|
2021
Q3 | $2K | Buy |
206
+1
| +0.5% | +$10 | ﹤0.01% | 305 |
|
|
2021
Q2 | $2K | Buy |
205
+1
| +0.5% | +$10 | ﹤0.01% | 289 |
|
|
2021
Q1 | $2K | Buy |
204
+2
| +1% | +$20 | ﹤0.01% | 286 |
|
|
2020
Q4 | $2K | Buy |
202
+2
| +1% | +$20 | ﹤0.01% | 274 |
|
|
2020
Q3 | $1K | Buy |
200
+2
| +1% | +$10 | ﹤0.01% | 302 |
|
|
2020
Q2 | $1K | Buy |
198
+2
| +1% | +$10 | ﹤0.01% | 298 |
|
|
2020
Q1 | $1K | Buy |
196
+3
| +2% | +$15 | ﹤0.01% | 285 |
|
|
2019
Q4 | $2K | Buy |
+193
| New | +$2K | ﹤0.01% | 254 |
|