Peloton Wealth Strategists’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-14,385
| Closed | -$2.26M | – | 60 |
|
2018
Q3 | $2.26M | Sell |
14,385
-2,000
| -12% | -$314K | 1.55% | 31 |
|
2018
Q2 | $1.9M | Buy |
16,385
+770
| +5% | +$89.2K | 1.37% | 32 |
|
2018
Q1 | $2.17M | Buy |
15,615
+1,875
| +14% | +$261K | 1.64% | 31 |
|
2017
Q4 | $2.42M | Buy |
13,740
+1,625
| +13% | +$286K | 1.8% | 25 |
|
2017
Q3 | $2.08M | Buy |
12,115
+6,040
| +99% | +$1.03M | 1.6% | 31 |
|
2017
Q2 | $1.24M | Buy |
+6,075
| New | +$1.24M | 0.96% | 45 |
|