Avantax Advisory Services’s LCI Industries LCII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,973
| Closed | -$248K | – | 1699 |
|
|
2023
Q4 | $248K | Sell |
1,973
-2,021
| -51% | -$254K | ﹤0.01% | 1344 |
|
|
2023
Q3 | $469K | Sell |
3,994
-35
| -0.9% | -$4.11K | 0.01% | 976 |
|
|
2023
Q2 | $509K | Buy |
4,029
+1,810
| +82% | +$229K | 0.01% | 937 |
|
|
2023
Q1 | $244K | Buy |
+2,219
| New | +$244K | ﹤0.01% | 1263 |
|
|
2022
Q1 | – | Sell |
-2,905
| Closed | -$453K | – | 1332 |
|
|
2021
Q4 | $453K | Hold |
2,905
| – | – | 0.01% | 798 |
|
|
2021
Q3 | $391K | Buy |
2,905
+203
| +8% | +$27.3K | 0.01% | 809 |
|
|
2021
Q2 | $353K | Buy |
2,702
+591
| +28% | +$77.2K | 0.01% | 840 |
|
|
2021
Q1 | $278K | Buy |
+2,111
| New | +$278K | 0.01% | 837 |
|