YWP
YorkBridge Wealth Partners’s Aecom ACM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,543
| Closed | -$311K | – | 257 |
|
|
2022
Q3 | $311K | Sell |
4,543
-2,124
| -32% | -$145K | 0.08% | 187 |
|
|
2022
Q2 | $435K | Sell |
6,667
-1,857
| -22% | -$121K | 0.11% | 137 |
|
|
2022
Q1 | $655K | Buy |
8,524
+1,888
| +28% | +$145K | 0.14% | 116 |
|
|
2021
Q4 | $513K | Buy |
+6,636
| New | +$513K | 0.12% | 135 |
|