WEC
Winslow Evans & Crocker’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $487K | Buy |
1,866
+498
| +36% | +$130K | 0.09% | 205 |
|
|
2020
Q3 | $309K | Sell |
1,368
-4
| -0.3% | -$904 | 0.08% | 227 |
|
|
2020
Q2 | $295K | Buy |
1,372
+42
| +3% | +$9.03K | 0.08% | 228 |
|
|
2020
Q1 | $220K | Buy |
1,330
+186
| +16% | +$30.8K | 0.07% | 228 |
|
|
2019
Q4 | $242K | Sell |
1,144
-24
| -2% | -$5.08K | 0.06% | 259 |
|
|
2019
Q3 | $228K | Sell |
1,168
-126
| -10% | -$24.6K | 0.06% | 269 |
|
|
2019
Q2 | $242K | Buy |
1,294
+84
| +7% | +$15.7K | 0.07% | 261 |
|
|
2019
Q1 | $214K | Buy |
1,210
+204
| +20% | +$36.1K | 0.06% | 278 |
|
|
2018
Q4 | $144K | Hold |
1,006
| – | – | 0.05% | 299 |
|
|
2018
Q3 | $174K | Hold |
1,006
| – | – | 0.05% | 279 |
|
|
2018
Q2 | $168K | Hold |
1,006
| – | – | 0.05% | 288 |
|
|
2018
Q1 | $154K | Sell |
1,006
-24
| -2% | -$3.68K | 0.05% | 293 |
|
|
2017
Q4 | $158K | Sell |
1,030
-76
| -7% | -$11.6K | 0.05% | 296 |
|
|
2017
Q3 | $149K | Sell |
1,106
-1,662
| -60% | -$224K | 0.05% | 291 |
|
|
2017
Q2 | $342K | Sell |
2,768
-210
| -7% | -$26K | 0.09% | 230 |
|
|
2017
Q1 | $357K | Sell |
2,978
-1,688
| -36% | -$202K | 0.11% | 188 |
|
|
2016
Q4 | $546K | Buy |
4,666
+250
| +6% | +$29.3K | 0.17% | 133 |
|
|
2016
Q3 | $539K | Sell |
4,416
-338
| -7% | -$41.3K | 0.15% | 140 |
|
|
2016
Q2 | $538K | Sell |
4,754
-324
| -6% | -$36.7K | 0.16% | 138 |
|
|
2016
Q1 | $586K | Sell |
5,078
-2
| -0% | -$231 | 0.18% | 122 |
|
|
2015
Q4 | $531K | Hold |
5,080
| – | – | 0.15% | 146 |
|
|
2015
Q3 | $499K | Sell |
5,080
-1,120
| -18% | -$110K | 0.16% | 141 |
|
|
2015
Q2 | $600K | Buy |
6,200
+1,076
| +21% | +$104K | 0.17% | 141 |
|
|
2015
Q1 | $480K | Sell |
5,124
-124
| -2% | -$11.6K | 0.14% | 169 |
|
|
2014
Q4 | $469K | Sell |
5,248
-576
| -10% | -$51.4K | 0.13% | 164 |
|
|
2014
Q3 | $474K | Buy |
5,824
+467
| +9% | +$38K | 0.14% | 175 |
|
|
2014
Q2 | $433K | Buy |
5,357
+194
| +4% | +$15.7K | 0.14% | 169 |
|
|
2014
Q1 | $412K | Buy |
5,163
+74
| +1% | +$5.9K | 0.14% | 164 |
|
|
2013
Q4 | $418K | Buy |
+5,089
| New | +$418K | 0.14% | 173 |
|