MSFP
Mark Sheptoff Financial Planning’s Aecom ACM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-300
| Closed | -$19K | – | 453 |
|
|
2021
Q3 | $19K | Hold |
300
| – | – | 0.01% | 248 |
|
|
2021
Q2 | $19K | Hold |
300
| – | – | 0.01% | 274 |
|
|
2021
Q1 | $19K | Buy |
+300
| New | +$19K | 0.01% | 235 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$5K | – | 349 |
|
|
2018
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 278 |
|
|
2018
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 310 |
|
|
2018
Q2 | $7K | Hold |
200
| – | – | 0.01% | 301 |
|
|
2018
Q1 | $7K | Sell |
200
-600
| -75% | -$21K | ﹤0.01% | 316 |
|
|
2017
Q4 | $30K | Hold |
800
| – | – | 0.02% | 209 |
|
|
2017
Q3 | $29K | Sell |
800
-22,065
| -97% | -$800K | 0.02% | 212 |
|
|
2017
Q2 | $739K | Sell |
22,865
-1
| -0% | -$32 | 0.51% | 54 |
|
|
2017
Q1 | $814K | Buy |
22,866
+1,751
| +8% | +$62.3K | 0.58% | 47 |
|
|
2016
Q4 | $768K | Buy |
21,115
+17,115
| +428% | +$623K | 0.57% | 49 |
|
|
2016
Q3 | $119K | Buy |
+4,000
| New | +$119K | 0.09% | 121 |
|