BCWM
Bartlett & Co Wealth Management’s Aecom ACM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-33
| Closed | -$1.64K | – | 1107 |
|
2020
Q4 | $1.64K | Buy |
+33
| New | +$1.64K | ﹤0.01% | 950 |
|
2020
Q2 | – | Sell |
-1,226
| Closed | -$36.6K | – | 846 |
|
2020
Q1 | $36.6K | Buy |
1,226
+1,000
| +442% | +$29.9K | ﹤0.01% | 517 |
|
2019
Q4 | $9.75K | Hold |
226
| – | – | ﹤0.01% | 732 |
|
2019
Q3 | $8.49K | Hold |
226
| – | – | ﹤0.01% | 745 |
|
2019
Q2 | $8.55K | Hold |
226
| – | – | ﹤0.01% | 594 |
|
2019
Q1 | $6.71K | Hold |
226
| – | – | ﹤0.01% | 602 |
|
2018
Q4 | $5.99K | Hold |
226
| – | – | ﹤0.01% | 610 |
|
2018
Q3 | $7.38K | Hold |
226
| – | – | ﹤0.01% | 619 |
|
2018
Q2 | $7.47K | Hold |
226
| – | – | ﹤0.01% | 611 |
|
2018
Q1 | $8.05K | Buy |
+226
| New | +$8.05K | ﹤0.01% | 630 |
|