RFA
Reilly Financial Advisors’s Aecom ACM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $287K | Buy |
3,711
+75
| +2% | +$5.8K | 0.02% | 178 |
|
2021
Q3 | $230K | Sell |
3,636
-20
| -0.5% | -$1.27K | 0.02% | 184 |
|
2021
Q2 | $231K | Hold |
3,656
| – | – | 0.02% | 191 |
|
2021
Q1 | $234K | Hold |
3,656
| – | – | 0.02% | 182 |
|
2020
Q4 | $182K | Buy |
3,656
+73
| +2% | +$3.63K | 0.02% | 198 |
|
2020
Q3 | $150K | Hold |
3,583
| – | – | 0.02% | 198 |
|
2020
Q2 | $135K | Hold |
3,583
| – | – | 0.02% | 200 |
|
2020
Q1 | $107K | Hold |
3,583
| – | – | 0.02% | 211 |
|
2019
Q4 | $155K | Sell |
3,583
-230
| -6% | -$9.95K | 0.02% | 209 |
|
2019
Q3 | $143K | Sell |
3,813
-871
| -19% | -$32.7K | 0.02% | 215 |
|
2019
Q2 | $177K | Sell |
4,684
-530
| -10% | -$20K | 0.02% | 192 |
|
2019
Q1 | $155K | Sell |
5,214
-4,668
| -47% | -$139K | 0.02% | 192 |
|
2018
Q4 | $262K | Sell |
9,882
-249,438
| -96% | -$6.61M | 0.04% | 149 |
|
2018
Q3 | $8.47M | Buy |
259,320
+3,337
| +1% | +$109K | 1.12% | 44 |
|
2018
Q2 | $8.46M | Sell |
255,983
-5,240
| -2% | -$173K | 1.2% | 44 |
|
2018
Q1 | $9.31M | Buy |
261,223
+9,155
| +4% | +$326K | 1.3% | 42 |
|
2017
Q4 | $9.36M | Buy |
252,068
+2,205
| +0.9% | +$81.9K | 1.33% | 43 |
|
2017
Q3 | $9.2M | Buy |
249,863
+30
| +0% | +$1.1K | 1.38% | 45 |
|
2017
Q2 | $8.08M | Buy |
249,833
+47,810
| +24% | +$1.55M | 1.24% | 46 |
|
2017
Q1 | $7.19M | Buy |
202,023
+11,840
| +6% | +$421K | 1.16% | 48 |
|
2016
Q4 | $6.92M | Buy |
190,183
+186,600
| +5,208% | +$6.78M | 1.2% | 49 |
|
2016
Q3 | $107K | Hold |
3,583
| – | – | 0.02% | 182 |
|
2016
Q2 | $114K | Buy |
+3,583
| New | +$114K | 0.02% | 181 |
|