AO
Advisor OS’s LCI Industries LCII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,328
| Closed | -$241K | – | 416 |
|
|
2024
Q2 | $241K | Buy |
2,328
+52
| +2% | +$5.38K | 0.03% | 343 |
|
|
2024
Q1 | $280K | Buy |
2,276
+212
| +10% | +$26.1K | 0.03% | 319 |
|
|
2023
Q4 | $260K | Sell |
2,064
-103
| -5% | -$13K | 0.03% | 282 |
|
|
2023
Q3 | $255K | Buy |
2,167
+105
| +5% | +$12.3K | 0.04% | 253 |
|
|
2023
Q2 | $261K | Buy |
2,062
+101
| +5% | +$12.8K | 0.04% | 254 |
|
|
2023
Q1 | $216K | Buy |
+1,961
| New | +$216K | 0.05% | 223 |
|