Concord Wealth Partners’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12
| Closed | -$2.04K | – | 827 |
|
|
2023
Q3 | $2.04K | Hold |
12
| – | – | ﹤0.01% | 867 |
|
|
2023
Q2 | $1.96K | Hold |
12
| – | – | ﹤0.01% | 872 |
|
|
2023
Q1 | $2.19K | Hold |
12
| – | – | ﹤0.01% | 799 |
|
|
2022
Q4 | $1.99K | Buy |
+12
| New | +$1.99K | ﹤0.01% | 934 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | -$2K | – | 235 |
|
|
2022
Q2 | $2K | Sell |
12
-41
| -77% | -$6.83K | ﹤0.01% | 992 |
|
|
2022
Q1 | $10K | Sell |
53
-1
| -2% | -$189 | ﹤0.01% | 772 |
|
|
2021
Q4 | $11K | Buy |
54
+23
| +74% | +$4.69K | ﹤0.01% | 753 |
|
|
2021
Q3 | $5K | Sell |
31
-21
| -40% | -$3.39K | ﹤0.01% | 572 |
|
|
2021
Q2 | $10K | Sell |
52
-2
| -4% | -$385 | ﹤0.01% | 620 |
|
|
2021
Q1 | $9K | Buy |
+54
| New | +$9K | ﹤0.01% | 593 |
|