Plante Moran Financial Advisors’s Aecom ACM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-66
| Closed | -$5K | – | 859 |
|
2022
Q3 | $5K | Hold |
66
| – | – | ﹤0.01% | 683 |
|
2022
Q2 | $4K | Hold |
66
| – | – | ﹤0.01% | 728 |
|
2022
Q1 | $5K | Hold |
66
| – | – | ﹤0.01% | 671 |
|
2021
Q4 | $5K | Hold |
66
| – | – | ﹤0.01% | 805 |
|
2021
Q3 | $4K | Hold |
66
| – | – | ﹤0.01% | 798 |
|
2021
Q2 | $4K | Sell |
66
-51
| -44% | -$3.09K | ﹤0.01% | 806 |
|
2021
Q1 | $8K | Buy |
117
+51
| +77% | +$3.49K | ﹤0.01% | 681 |
|
2020
Q4 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 734 |
|
2018
Q2 | – | Sell |
-142
| Closed | -$5K | – | 802 |
|
2018
Q1 | $5K | Buy |
+142
| New | +$5K | ﹤0.01% | 704 |
|
2017
Q4 | – | Sell |
-180
| Closed | -$7K | – | 873 |
|
2017
Q3 | $7K | Hold |
180
| – | – | ﹤0.01% | 592 |
|
2017
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 629 |
|
2017
Q1 | $6K | Buy |
+180
| New | +$6K | ﹤0.01% | 667 |
|
2015
Q1 | – | Sell |
-75
| Closed | -$2K | – | 716 |
|
2014
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 752 |
|