West Financial Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-580
| Closed | -$149K | – | 165 |
|
|
2022
Q3 | $149K | Hold |
580
| – | – | 0.04% | 61 |
|
|
2022
Q2 | $161K | Sell |
580
-8
| -1% | -$2.22K | 0.05% | 57 |
|
|
2022
Q1 | $198K | Buy |
588
+8
| +1% | +$2.69K | 0.05% | 58 |
|
|
2021
Q4 | $240K | Hold |
580
| – | – | 0.06% | 56 |
|
|
2021
Q3 | $186K | Hold |
580
| – | – | 0.05% | 53 |
|
|
2021
Q2 | $171K | Hold |
580
| – | – | 0.05% | 54 |
|
|
2021
Q1 | $160K | Hold |
580
| – | – | 0.05% | 55 |
|
|
2020
Q4 | $152K | Buy |
+580
| New | +$152K | 0.05% | 57 |
|