Meritage Portfolio Management’s LCI Industries LCII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-13,762	Closed	-$2.15M	–	363
2021 Q4	$2.15M	Sell	13,762 -996	-7%	-$155K	0.12%	163
2021 Q3	$1.99M	Sell	14,758 -41	-0.3%	-$5.52K	0.12%	170
2021 Q2	$1.95M	Buy	+14,799	New	+$1.95M	0.12%	180