Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,815
| Closed | -$19.2K | – | 1704 |
|
|
2023
Q3 | $19.2K | Hold |
1,815
| – | – | ﹤0.01% | 1121 |
|
|
2023
Q2 | $24.4K | Hold |
1,815
| – | – | ﹤0.01% | 1076 |
|
|
2023
Q1 | $26.1K | Hold |
1,815
| – | – | ﹤0.01% | 1096 |
|
|
2022
Q4 | $14.1K | Hold |
1,815
| – | – | ﹤0.01% | 1216 |
|
|
2022
Q3 | $21K | Hold |
1,815
| – | – | ﹤0.01% | 1171 |
|
|
2022
Q2 | $13K | Sell |
1,815
-33
| -2% | -$236 | ﹤0.01% | 1273 |
|
|
2022
Q1 | $32K | Buy |
1,848
+33
| +2% | +$571 | ﹤0.01% | 1086 |
|
|
2021
Q4 | $48K | Hold |
1,815
| – | – | ﹤0.01% | 987 |
|
|
2021
Q3 | $77K | Buy |
+1,815
| New | +$77K | ﹤0.01% | 838 |
|
|
2021
Q2 | – | Sell |
-1,815
| Closed | -$82K | – | 1570 |
|
|
2021
Q1 | $82K | Buy |
+1,815
| New | +$82K | ﹤0.01% | 817 |
|