Wealthspire Advisors (Maryland)’s Acco Brands ACCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-160
| Closed | -$1K | – | 470 |
|
|
2019
Q1 | $1K | Hold |
160
| – | – | ﹤0.01% | 2277 |
|
|
2018
Q4 | $1K | Sell |
160
-39
| -20% | -$244 | ﹤0.01% | 2206 |
|
|
2018
Q3 | $2K | Hold |
199
| – | – | ﹤0.01% | 2115 |
|
|
2018
Q2 | $3K | Hold |
199
| – | – | ﹤0.01% | 1964 |
|
|
2018
Q1 | $2K | Sell |
199
-47
| -19% | -$472 | ﹤0.01% | 2122 |
|
|
2017
Q4 | $3K | Buy |
246
+30
| +14% | +$366 | ﹤0.01% | 1961 |
|
|
2017
Q3 | $3K | Buy |
216
+12
| +6% | +$167 | ﹤0.01% | 1890 |
|
|
2017
Q2 | $2K | Sell |
204
-1,000
| -83% | -$9.8K | ﹤0.01% | 1957 |
|
|
2017
Q1 | $16K | Buy |
1,204
+968
| +410% | +$12.9K | ﹤0.01% | 1154 |
|
|
2016
Q4 | $3K | Buy |
236
+47
| +25% | +$597 | ﹤0.01% | 1459 |
|
|
2016
Q3 | $2K | Hold |
189
| – | – | ﹤0.01% | 1527 |
|
|
2016
Q2 | $2K | Hold |
189
| – | – | ﹤0.01% | 1487 |
|
|
2016
Q1 | $2K | Buy |
189
+23
| +14% | +$243 | ﹤0.01% | 1504 |
|
|
2015
Q4 | $1K | Buy |
+166
| New | +$1K | ﹤0.01% | 1583 |
|