Patriot Financial Group Insurance Agency’s Aecom ACM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,300
| Closed | -$101K | – | 2027 |
|
2021
Q4 | $101K | Sell |
1,300
-1,550
| -54% | -$120K | 0.02% | 652 |
|
2021
Q3 | $180K | Hold |
2,850
| – | – | 0.03% | 470 |
|
2021
Q2 | $180K | Hold |
2,850
| – | – | 0.03% | 455 |
|
2021
Q1 | $183K | Buy |
2,850
+2,150
| +307% | +$138K | 0.04% | 406 |
|
2020
Q4 | $35K | Buy |
+700
| New | +$35K | 0.01% | 791 |
|