Mount Yale Investment Advisors’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,609
| Closed | -$308K | – | 291 |
|
|
2019
Q4 | $308K | Buy |
2,609
+98
| +4% | +$11.6K | 0.05% | 272 |
|
|
2019
Q3 | $317K | Sell |
2,511
-227
| -8% | -$28.7K | 0.06% | 264 |
|
|
2019
Q2 | $357K | Sell |
2,738
-318
| -10% | -$41.5K | 0.07% | 241 |
|
|
2019
Q1 | $367K | Buy |
3,056
+483
| +19% | +$58K | 0.07% | 231 |
|
|
2018
Q4 | $327K | Buy |
2,573
+81
| +3% | +$10.3K | 0.07% | 241 |
|
|
2018
Q3 | $322K | Sell |
2,492
-92
| -4% | -$11.9K | 0.06% | 241 |
|
|
2018
Q2 | $299K | Buy |
2,584
+2,545
| +6,526% | +$294K | 0.06% | 249 |
|
|
2018
Q1 | $5K | Buy |
+39
| New | +$5K | ﹤0.01% | 880 |
|