WESPAC Advisors SoCal’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-15
| Closed | -$2K | – | 251 |
|
|
2017
Q3 | $2K | Sell |
15
-21,054
| -100% | -$2.81M | ﹤0.01% | 241 |
|
|
2017
Q2 | $2.61M | Sell |
21,069
-575
| -3% | -$71.1K | 1.67% | 26 |
|
|
2017
Q1 | $2.59M | Sell |
21,644
-1,565
| -7% | -$188K | 1.61% | 29 |
|
|
2016
Q4 | $2.72M | Sell |
23,209
-27,444
| -54% | -$3.21M | 1.76% | 27 |
|
|
2016
Q3 | $6.19M | Sell |
50,653
-2,369
| -4% | -$289K | 4.18% | 1 |
|
|
2016
Q2 | $6.01M | Buy |
53,022
+919
| +2% | +$104K | 3.91% | 3 |
|
|
2016
Q1 | $6.01M | Sell |
52,103
-1,930
| -4% | -$223K | 4.43% | 1 |
|
|
2015
Q4 | $5.65M | Buy |
+54,033
| New | +$5.65M | 3.73% | 4 |
|