BerganKDV Wealth Management’s Aecom ACM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $5.93K | Hold |
70
| – | – | ﹤0.01% | 593 |
|
2023
Q1 | $5.9K | Buy |
70
+6
| +9% | +$506 | ﹤0.01% | 670 |
|
2022
Q4 | $5.44K | Hold |
64
| – | – | ﹤0.01% | 661 |
|
2022
Q3 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 700 |
|
2020
Q4 | – | Sell |
-285
| Closed | -$12K | – | 934 |
|
2020
Q3 | $12K | Hold |
285
| – | – | ﹤0.01% | 487 |
|
2020
Q2 | $11K | Hold |
285
| – | – | ﹤0.01% | 526 |
|
2020
Q1 | $9K | Hold |
285
| – | – | ﹤0.01% | 500 |
|
2019
Q4 | $12K | Hold |
285
| – | – | ﹤0.01% | 507 |
|
2019
Q3 | $11K | Hold |
285
| – | – | ﹤0.01% | 489 |
|
2019
Q2 | $11K | Hold |
285
| – | – | ﹤0.01% | 500 |
|
2019
Q1 | $8K | Hold |
285
| – | – | ﹤0.01% | 551 |
|
2018
Q4 | $8K | Hold |
285
| – | – | ﹤0.01% | 505 |
|
2018
Q3 | $9K | Hold |
285
| – | – | ﹤0.01% | 502 |
|
2018
Q2 | $9K | Buy |
+285
| New | +$9K | ﹤0.01% | 511 |
|