Number of Shares
212.00
Current Holdings Value*
$66,150.00
% of Portfolio
0.94%
Total Estimate Gain
$-17,020.03
% of Total Estimate Gain
-11.49%

Cromwell Sustainable Balanced Fund's Accenture PLC Holding Summary

As of 2025-03-31, Cromwell Sustainable Balanced Fund held 212.00 shares of Accenture PLC(ACN), totaling $66,150.00. This investment constitutes 0.94% of their stock portfolio, and Cromwell Sustainable Balanced Fund now holds 0% of the outstanding Accenture PLC(ACN) stock.

The initial trade took place in 2024Q1. And since then Cromwell Sustainable Balanced Fund has made 2 purchases of ACN, at an average price of $357.68, for a total of 414.00 shares. In addition, there have been 1 sales at an average price of $353.16 for 202.00 shares. Based on historical transaction data and ACN's current price of $281.71, Cromwell Sustainable Balanced Fund's estimated gain on his ACN holdings is $-17,020.03, reflecting a -11.49% gain to date.

Cromwell Sustainable Balanced Fund ACN ($281.71) Holding Chart

Cromwell Sustainable Balanced Fund ACN ($281.71) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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