CWP
Curated Wealth Partners’s LCI Industries LCII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+2,244
| New | +$205K | 0.02% | 152 |
|
|
2025
Q1 | – | Sell |
-2,244
| Closed | -$232K | – | 158 |
|
|
2024
Q4 | $232K | Hold |
2,244
| – | – | 0.03% | 136 |
|
|
2024
Q3 | $270K | Hold |
2,244
| – | – | 0.03% | 116 |
|
|
2024
Q2 | $232K | Buy |
+2,244
| New | +$232K | 0.03% | 122 |
|
|
2024
Q1 | – | Sell |
-2,991
| Closed | -$376K | – | 82 |
|
|
2023
Q4 | $376K | Sell |
2,991
-16
| -0.5% | -$2.01K | 0.06% | 101 |
|
|
2023
Q3 | $353K | Hold |
3,007
| – | – | 0.06% | 94 |
|
|
2023
Q2 | $380K | Hold |
3,007
| – | – | 0.07% | 87 |
|
|
2023
Q1 | $330K | Hold |
3,007
| – | – | 0.07% | 91 |
|
|
2022
Q4 | $278K | Sell |
3,007
-40
| -1% | -$3.7K | 0.07% | 100 |
|
|
2022
Q3 | $310K | Hold |
3,047
| – | – | 0.09% | 91 |
|
|
2022
Q2 | $341K | Buy |
3,047
+1,140
| +60% | +$128K | 0.1% | 92 |
|
|
2022
Q1 | $297K | Hold |
1,907
| – | – | 0.1% | 111 |
|
|
2021
Q4 | $297K | Buy |
+1,907
| New | +$297K | 0.1% | 115 |
|