Waypoint Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-43,400
| Closed | -$455K | – | 76 |
|
|
2024
Q1 | $455K | Hold |
43,400
| – | – | 0.13% | 51 |
|
|
2023
Q4 | $521K | Hold |
43,400
| – | – | 0.16% | 33 |
|
|
2023
Q3 | $459K | Hold |
43,400
| – | – | 0.16% | 41 |
|
|
2023
Q2 | $585K | Hold |
43,400
| – | – | 0.2% | 29 |
|
|
2023
Q1 | $624K | Hold |
43,400
| – | – | 0.22% | 28 |
|
|
2022
Q4 | $338K | Hold |
43,400
| – | – | 0.13% | 37 |
|
|
2022
Q3 | $496K | Hold |
43,400
| – | – | 0.21% | 34 |
|
|
2022
Q2 | $321K | Buy |
+43,400
| New | +$321K | 0.12% | 40 |
|