Glassman Wealth Services’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-20
| Closed | -$4.1K | – | 357 |
|
2023
Q4 | $4.1K | Hold |
20
| – | – | ﹤0.01% | 1133 |
|
2023
Q3 | $3.41K | Hold |
20
| – | – | ﹤0.01% | 1181 |
|
2023
Q2 | $3.26K | Buy |
20
+1
| +5% | +$163 | ﹤0.01% | 1114 |
|
2023
Q1 | $3.47K | Hold |
19
| – | – | ﹤0.01% | 1092 |
|
2022
Q4 | $3.15K | Hold |
19
| – | – | ﹤0.01% | 1147 |
|
2022
Q3 | $3K | Buy |
19
+4
| +27% | +$632 | ﹤0.01% | 1101 |
|
2022
Q2 | $2K | Buy |
15
+13
| +650% | +$1.73K | ﹤0.01% | 1200 |
|
2022
Q1 | $0 | Sell |
2
-39
| -95% | – | ﹤0.01% | 1637 |
|
2021
Q4 | $9K | Buy |
+41
| New | +$9K | ﹤0.01% | 812 |
|
2020
Q1 | – | Sell |
-1
| Closed | – | – | 1134 |
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1178 |
|
2019
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1051 |
|
2018
Q4 | – | Sell |
-3
| Closed | – | – | 778 |
|
2018
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 814 |
|
2018
Q1 | – | Sell |
-3
| Closed | -$1K | – | 738 |
|
2017
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 543 |
|
2017
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 437 |
|
2017
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 446 |
|