Strategic Wealth Management’s Aecom ACM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $1.31M | Buy |
16,925
+1,200
| +8% | +$92.8K | 0.65% | 52 |
|
2021
Q3 | $993K | Buy |
15,725
+1,091
| +7% | +$68.9K | 0.52% | 52 |
|
2021
Q2 | $927K | Sell |
14,634
-2,813
| -16% | -$178K | 0.5% | 53 |
|
2021
Q1 | $1.12M | Hold |
17,447
| – | – | 0.67% | 43 |
|
2020
Q4 | $869K | Hold |
17,447
| – | – | 0.53% | 48 |
|
2020
Q3 | $730K | Sell |
17,447
-6,553
| -27% | -$274K | 0.55% | 47 |
|
2020
Q2 | $902K | Buy |
+24,000
| New | +$902K | 0.83% | 28 |
|