SSWM
Sheets Smith Wealth Management’s LCI Industries LCII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,893
| Closed | -$892K | – | 343 |
|
|
2018
Q2 | $892K | Buy |
9,893
+533
| +6% | +$48.1K | 0.21% | 121 |
|
|
2018
Q1 | $975K | Hold |
9,360
| – | – | 0.23% | 115 |
|
|
2017
Q4 | $1.22M | Sell |
9,360
-750
| -7% | -$97.5K | 0.29% | 95 |
|
|
2017
Q3 | $1.17M | Buy |
10,110
+320
| +3% | +$37.1K | 0.3% | 90 |
|
|
2017
Q2 | $1M | Hold |
9,790
| – | – | 0.26% | 107 |
|
|
2017
Q1 | $977K | Buy |
9,790
+1,900
| +24% | +$190K | 0.26% | 111 |
|
|
2016
Q4 | $850K | Hold |
7,890
| – | – | 0.24% | 117 |
|
|
2016
Q3 | $773K | Buy |
+7,890
| New | +$773K | 0.22% | 142 |
|
|
2014
Q2 | – | Sell |
-13,433
| Closed | -$728K | – | 273 |
|
|
2014
Q1 | $728K | Sell |
13,433
-3,344
| -20% | -$181K | 0.2% | 133 |
|
|
2013
Q4 | $859K | Buy |
16,777
+9,329
| +125% | +$478K | 0.24% | 109 |
|
|
2013
Q3 | $855K | Buy |
+7,448
| New | +$855K | 0.28% | 98 |
|