Financial Architects (New Jersey)’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-275
| Closed | -$33K | – | 1088 |
|
|
2019
Q1 | $33K | Sell |
275
-1
| -0.4% | -$120 | 0.01% | 650 |
|
|
2018
Q4 | $32K | Buy |
276
+35
| +15% | +$4.06K | 0.01% | 593 |
|
|
2018
Q3 | $38K | Buy |
241
+26
| +12% | +$4.1K | 0.01% | 615 |
|
|
2018
Q2 | $25K | Sell |
215
-2
| -0.9% | -$233 | ﹤0.01% | 745 |
|
|
2018
Q1 | $30K | Buy |
217
+55
| +34% | +$7.6K | 0.01% | 670 |
|
|
2017
Q4 | $29K | Buy |
+162
| New | +$29K | ﹤0.01% | 749 |
|
|
2017
Q2 | – | Sell |
-277
| Closed | -$57K | – | 1400 |
|
|
2017
Q1 | $57K | Sell |
277
-59
| -18% | -$12.1K | 0.01% | 560 |
|
|
2016
Q4 | $78K | Buy |
336
+96
| +40% | +$22.3K | 0.02% | 448 |
|
|
2016
Q3 | $64K | Sell |
240
-60
| -20% | -$16K | 0.02% | 496 |
|
|
2016
Q2 | $74K | Hold |
300
| – | – | 0.02% | 437 |
|
|
2016
Q1 | $65K | Buy |
+300
| New | +$65K | 0.02% | 346 |
|