MWPCG
Measured Wealth Private Client Group’s Acuity Brands AYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,801
| Closed | -$738K | – | 183 |
|
|
2025
Q1 | $738K | Buy |
2,801
+691
| +33% | +$182K | 0.24% | 59 |
|
|
2024
Q4 | $616K | Buy |
2,110
+667
| +46% | +$195K | 0.2% | 68 |
|
|
2024
Q3 | $397K | Buy |
+1,443
| New | +$397K | 0.13% | 101 |
|
|
2021
Q3 | – | Sell |
-1,865
| Closed | -$349K | – | 157 |
|
|
2021
Q2 | $349K | Buy |
1,865
+423
| +29% | +$79.2K | 0.11% | 120 |
|
|
2021
Q1 | $238K | Buy |
+1,442
| New | +$238K | 0.08% | 137 |
|