Focused Wealth Management’s Aecom ACM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-97
| Closed | -$8.97K | – | 186 |
|
2023
Q4 | $8.97K | Hold |
97
| – | – | ﹤0.01% | 561 |
|
2023
Q3 | $8.06K | Hold |
97
| – | – | ﹤0.01% | 545 |
|
2023
Q2 | $8.22K | Hold |
97
| – | – | ﹤0.01% | 551 |
|
2023
Q1 | $8.18K | Hold |
97
| – | – | ﹤0.01% | 554 |
|
2022
Q4 | $8.24K | Hold |
97
| – | – | ﹤0.01% | 537 |
|
2022
Q3 | $7K | Hold |
97
| – | – | ﹤0.01% | 527 |
|
2022
Q2 | $6K | Hold |
97
| – | – | ﹤0.01% | 547 |
|
2022
Q1 | $7K | Sell |
97
-3
| -3% | -$216 | ﹤0.01% | 565 |
|
2021
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 586 |
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 635 |
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 633 |
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 617 |
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 610 |
|
2020
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 578 |
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 559 |
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 541 |
|
2019
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 567 |
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 562 |
|
2019
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 584 |
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 568 |
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 554 |
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 532 |
|
2018
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 534 |
|
2018
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 550 |
|
2017
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 554 |
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 511 |
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 582 |
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 545 |
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 557 |
|
2016
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 566 |
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 557 |
|
2016
Q1 | $3K | Sell |
100
-100
| -50% | -$3K | ﹤0.01% | 519 |
|
2015
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 472 |
|
2015
Q3 | $6K | Sell |
200
-100
| -33% | -$3K | ﹤0.01% | 459 |
|
2015
Q2 | $10K | Hold |
300
| – | – | 0.01% | 401 |
|
2015
Q1 | $9K | Hold |
300
| – | – | 0.01% | 436 |
|
2014
Q4 | $9K | Hold |
300
| – | – | 0.01% | 430 |
|
2014
Q3 | $10K | Hold |
300
| – | – | 0.01% | 419 |
|
2014
Q2 | $10K | Sell |
300
-500
| -63% | -$16.7K | 0.01% | 414 |
|
2014
Q1 | $26K | Hold |
800
| – | – | 0.02% | 242 |
|
2013
Q4 | $24K | Hold |
800
| – | – | 0.02% | 261 |
|
2013
Q3 | $25K | Buy |
+800
| New | +$25K | 0.02% | 235 |
|