Financial Architects (New Jersey)’s Aecom ACM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,538
| Closed | -$95K | – | 277 |
|
|
2020
Q2 | $95K | Hold |
2,538
| – | – | 0.02% | 329 |
|
|
2020
Q1 | $76K | Hold |
2,538
| – | – | 0.02% | 328 |
|
|
2019
Q4 | $109K | Hold |
2,538
| – | – | 0.02% | 317 |
|
|
2019
Q3 | $95K | Sell |
2,538
-515
| -17% | -$19.3K | 0.02% | 336 |
|
|
2019
Q2 | $116K | Sell |
3,053
-4,293
| -58% | -$163K | 0.02% | 309 |
|
|
2019
Q1 | $218K | Buy |
7,346
+291
| +4% | +$8.64K | 0.04% | 267 |
|
|
2018
Q4 | $187K | Hold |
7,055
| – | – | 0.04% | 262 |
|
|
2018
Q3 | $230K | Hold |
7,055
| – | – | 0.04% | 258 |
|
|
2018
Q2 | $233K | Hold |
7,055
| – | – | 0.04% | 256 |
|
|
2018
Q1 | $251K | Buy |
7,055
+2,423
| +52% | +$86.2K | 0.05% | 247 |
|
|
2017
Q4 | $172K | Hold |
4,632
| – | – | 0.03% | 319 |
|
|
2017
Q3 | $171K | Hold |
4,632
| – | – | 0.03% | 335 |
|
|
2017
Q2 | $150K | Buy |
4,632
+48
| +1% | +$1.55K | 0.03% | 348 |
|
|
2017
Q1 | $163K | Buy |
4,584
+1,079
| +31% | +$38.4K | 0.03% | 320 |
|
|
2016
Q4 | $127K | Sell |
3,505
-55
| -2% | -$1.99K | 0.03% | 338 |
|
|
2016
Q3 | $106K | Sell |
3,560
-31
| -0.9% | -$923 | 0.03% | 379 |
|
|
2016
Q2 | $114K | Hold |
3,591
| – | – | 0.03% | 339 |
|
|
2016
Q1 | $111K | Buy |
+3,591
| New | +$111K | 0.04% | 256 |
|
|
2015
Q3 | – | Sell |
-2,538
| Closed | -$84K | – | 210 |
|
|
2015
Q2 | $84K | Hold |
2,538
| – | – | 0.03% | 327 |
|
|
2015
Q1 | $78K | Hold |
2,538
| – | – | 0.03% | 325 |
|
|
2014
Q4 | $77K | Buy |
+2,538
| New | +$77K | 0.03% | 290 |
|
|
2014
Q3 | – | Sell |
-1,500
| Closed | -$48K | – | 843 |
|
|
2014
Q2 | $48K | Buy |
+1,500
| New | +$48K | 0.02% | 323 |
|
|
2013
Q4 | – | Sell |
-1,500
| Closed | -$47K | – | 157 |
|
|
2013
Q3 | $47K | Sell |
1,500
-100
| -6% | -$3.13K | 0.03% | 254 |
|
|
2013
Q2 | $51K | Buy |
+1,600
| New | +$51K | 0.04% | 239 |
|