CWA
Constellation Wealth Advisors’s Aecom ACM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-124,224
| Closed | -$4.11M | – | 83 |
|
|
2015
Q2 | $4.11M | Sell |
124,224
-6,458
| -5% | -$214K | 0.35% | 61 |
|
|
2015
Q1 | $4.03M | Buy |
130,682
+51,258
| +65% | +$1.58M | 0.35% | 64 |
|
|
2014
Q4 | $2.41M | Sell |
79,424
-86,321
| -52% | -$2.62M | 0.2% | 76 |
|
|
2014
Q3 | $5.59M | Buy |
+165,745
| New | +$5.59M | 0.52% | 42 |
|