SSWM
Sheets Smith Wealth Management’s Acuity Brands AYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,706
| Closed | -$981K | – | 278 |
|
|
2016
Q3 | $981K | Sell |
3,706
-167
| -4% | -$44.2K | 0.28% | 101 |
|
|
2016
Q2 | $960K | Sell |
3,873
-83
| -2% | -$20.6K | 0.28% | 105 |
|
|
2016
Q1 | $863K | Buy |
3,956
+46
| +1% | +$10K | 0.27% | 112 |
|
|
2015
Q4 | $914K | Buy |
+3,910
| New | +$914K | 0.28% | 100 |
|