Pathstone Family Office’s Aecom ACM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $854K | Buy |
10,281
+3,747
| +57% | +$311K | 0.01% | 791 |
|
|
2023
Q2 | $548K | Sell |
6,534
-409
| -6% | -$34.3K | 0.01% | 713 |
|
|
2023
Q1 | $592K | Sell |
6,943
-9,611
| -58% | -$819K | 0.01% | 616 |
|
|
2022
Q4 | $1.22M | Sell |
16,554
-1,352
| -8% | -$99.5K | 0.01% | 699 |
|
|
2022
Q3 | $1.22M | Buy |
17,906
+8,532
| +91% | +$583K | 0.01% | 641 |
|
|
2022
Q2 | $611K | Buy |
9,374
+1,873
| +25% | +$122K | 0.01% | 498 |
|
|
2022
Q1 | $769K | Buy |
7,501
+1,246
| +20% | +$128K | 0.02% | 396 |
|
|
2021
Q4 | $484K | Buy |
+6,255
| New | +$484K | 0.01% | 567 |
|
|
2021
Q1 | – | Sell |
-395
| Closed | -$20K | – | 645 |
|
|
2020
Q4 | $20K | Buy |
+395
| New | +$20K | ﹤0.01% | 680 |
|
|
2019
Q2 | – | Sell |
-81
| Closed | -$2K | – | 625 |
|
|
2019
Q1 | $2K | Hold |
81
| – | – | ﹤0.01% | 743 |
|
|
2018
Q4 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 433 |
|
|
2018
Q2 | – | Sell |
-491
| Closed | -$17K | – | 152 |
|
|
2018
Q1 | $17K | Buy |
+491
| New | +$17K | 0.01% | 169 |
|