KWM
Kolinsky Wealth Management’s LCI Industries LCII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $209K | Sell |
2,019
-8
| -0.4% | -$827 | 0.13% | 165 |
|
|
2024
Q3 | $244K | Buy |
2,027
+74
| +4% | +$8.92K | 0.16% | 139 |
|
|
2024
Q2 | $202K | Sell |
1,953
-35
| -2% | -$3.62K | 0.14% | 149 |
|
|
2024
Q1 | $245K | Buy |
+1,988
| New | +$245K | 0.19% | 123 |
|
|
2023
Q4 | – | Sell |
-2,020
| Closed | -$237K | – | 140 |
|
|
2023
Q3 | $237K | Buy |
2,020
+59
| +3% | +$6.93K | 0.24% | 107 |
|
|
2023
Q2 | $245K | Buy |
+1,961
| New | +$245K | 0.23% | 106 |
|