Tompkins Financial’s Aecom ACM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-450
| Closed | -$37.4K | – | 651 |
|
2023
Q3 | $37.4K | Hold |
450
| – | – | 0.01% | 344 |
|
2023
Q2 | $38.1K | Hold |
450
| – | – | 0.01% | 355 |
|
2023
Q1 | $37.9K | Hold |
450
| – | – | 0.01% | 360 |
|
2022
Q4 | $38K | Hold |
450
| – | – | 0.01% | 357 |
|
2022
Q3 | $31K | Hold |
450
| – | – | 0.01% | 376 |
|
2022
Q2 | $29K | Hold |
450
| – | – | ﹤0.01% | 381 |
|
2022
Q1 | $35K | Hold |
450
| – | – | ﹤0.01% | 383 |
|
2021
Q4 | $35K | Sell |
450
-350
| -44% | -$27.2K | 0.01% | 238 |
|
2021
Q3 | $51K | Buy |
+800
| New | +$51K | 0.01% | 224 |
|
2021
Q1 | $51K | Sell |
800
-200
| -20% | -$12.8K | 0.01% | 253 |
|
2020
Q4 | $50K | Hold |
1,000
| – | – | 0.01% | 239 |
|
2020
Q3 | $42K | Hold |
1,000
| – | – | 0.01% | 252 |
|
2020
Q2 | $38K | Sell |
1,000
-100
| -9% | -$3.8K | 0.01% | 258 |
|
2020
Q1 | $33K | Buy |
1,100
+100
| +10% | +$3K | 0.01% | 258 |
|
2019
Q4 | $43K | Hold |
1,000
| – | – | 0.01% | 266 |
|
2019
Q3 | $38K | Hold |
1,000
| – | – | 0.01% | 239 |
|
2019
Q2 | $38K | Hold |
1,000
| – | – | 0.01% | 250 |
|
2019
Q1 | $30K | Buy |
1,000
+200
| +25% | +$6K | 0.01% | 273 |
|
2018
Q4 | $21K | Buy |
800
+200
| +33% | +$5.25K | ﹤0.01% | 296 |
|
2018
Q3 | $20K | Hold |
600
| – | – | ﹤0.01% | 318 |
|
2018
Q2 | $20K | Hold |
600
| – | – | ﹤0.01% | 338 |
|
2018
Q1 | $21K | Hold |
600
| – | – | ﹤0.01% | 319 |
|
2017
Q4 | $22K | Hold |
600
| – | – | 0.01% | 284 |
|
2017
Q3 | $22K | Hold |
600
| – | – | 0.01% | 289 |
|
2017
Q2 | $19K | Buy |
+600
| New | +$19K | ﹤0.01% | 279 |
|
2016
Q1 | – | Sell |
-1,355
| Closed | -$41K | – | 485 |
|
2015
Q4 | $41K | Hold |
1,355
| – | – | 0.01% | 301 |
|
2015
Q3 | $37K | Hold |
1,355
| – | – | 0.01% | 305 |
|
2015
Q2 | $45K | Buy |
1,355
+680
| +101% | +$22.6K | 0.01% | 285 |
|
2015
Q1 | $21K | Buy |
+675
| New | +$21K | 0.01% | 376 |
|