Bedel Financial Consulting’s LCI Industries LCII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,769
| Closed | -$287K | – | 568 |
|
|
2022
Q1 | $287K | Hold |
2,769
| – | – | 0.09% | 150 |
|
|
2021
Q4 | $432K | Hold |
2,769
| – | – | 0.13% | 114 |
|
|
2021
Q3 | $373K | Hold |
2,769
| – | – | 0.13% | 123 |
|
|
2021
Q2 | $364K | Hold |
2,769
| – | – | 0.13% | 125 |
|
|
2021
Q1 | $366K | Sell |
2,769
-922
| -25% | -$122K | 0.14% | 114 |
|
|
2020
Q4 | $479K | Hold |
3,691
| – | – | 0.21% | 73 |
|
|
2020
Q3 | $392K | Hold |
3,691
| – | – | 0.2% | 77 |
|
|
2020
Q2 | $424K | Hold |
3,691
| – | – | 0.23% | 63 |
|
|
2020
Q1 | $247K | Sell |
3,691
-351
| -9% | -$23.5K | 0.16% | 95 |
|
|
2019
Q4 | $433K | Buy |
4,042
+1,726
| +75% | +$185K | 0.25% | 75 |
|
|
2019
Q3 | $213K | Hold |
2,316
| – | – | 0.13% | 133 |
|
|
2019
Q2 | $208K | Hold |
2,316
| – | – | 0.13% | 131 |
|
|
2019
Q1 | $178K | Hold |
2,316
| – | – | 0.11% | 141 |
|
|
2018
Q4 | $155K | Hold |
2,316
| – | – | 0.11% | 142 |
|
|
2018
Q3 | $182K | Hold |
2,316
| – | – | 0.12% | 143 |
|
|
2018
Q2 | $209K | Hold |
2,316
| – | – | 0.15% | 130 |
|
|
2018
Q1 | $241K | Buy |
2,316
+351
| +18% | +$36.5K | 0.18% | 120 |
|
|
2017
Q4 | $255K | Buy |
+1,965
| New | +$255K | 0.23% | 105 |
|