Strategic Wealth Partners’s Aecom ACM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.7K | Buy |
+520
| New | +$58.7K | ﹤0.01% | 468 |
|
|
2019
Q3 | – | Sell |
-375
| Closed | -$14K | – | 721 |
|
|
2019
Q2 | $14K | Sell |
375
-335
| -47% | -$12.5K | 0.01% | 444 |
|
|
2019
Q1 | $21K | Buy |
+710
| New | +$21K | 0.01% | 342 |
|
|
2018
Q2 | – | Sell |
-649
| Closed | -$23K | – | 741 |
|
|
2018
Q1 | $23K | Hold |
649
| – | – | 0.01% | 330 |
|
|
2017
Q4 | $24K | Buy |
+649
| New | +$24K | 0.01% | 301 |
|