GWMIA
Global Wealth Management Investment Advisory’s Aecom ACM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-700
| Closed | -$64.7K | – | 139 |
|
|
2023
Q4 | $64.7K | Hold |
700
| – | – | 0.02% | 178 |
|
|
2023
Q3 | $58.1K | Hold |
700
| – | – | 0.02% | 185 |
|
|
2023
Q2 | $59.3K | Buy |
+700
| New | +$59.3K | 0.02% | 187 |
|
|
2022
Q3 | – | Sell |
-800
| Closed | -$52K | – | 137 |
|
|
2022
Q2 | $52K | Sell |
800
-250
| -24% | -$16.3K | 0.02% | 173 |
|
|
2022
Q1 | $81K | Hold |
1,050
| – | – | 0.02% | 171 |
|
|
2021
Q4 | $81K | Sell |
1,050
-238
| -18% | -$18.4K | 0.02% | 170 |
|
|
2021
Q3 | $81K | Buy |
1,288
+208
| +19% | +$13.1K | 0.03% | 181 |
|
|
2021
Q2 | $68K | Buy |
+1,080
| New | +$68K | 0.02% | 184 |
|