Sugarloaf Wealth Management’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $585K | Hold |
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|
2024
Q3 | $551K | Hold |
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|
2024
Q2 | $483K | Buy |
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|
2024
Q1 | $537K | Hold |
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|
2023
Q4 | $410K | Hold |
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|
2023
Q3 | $341K | Hold |
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|
2023
Q2 | $326K | Hold |
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|
2023
Q1 | $365K | Hold |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $630K | Buy |
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|
2022
Q2 | $308K | Hold |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $423K | Hold |
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|
2021
Q3 | $347K | Hold |
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|
2021
Q2 | $374K | Hold |
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|
2021
Q1 | $330 | Hold |
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|
2020
Q4 | $242K | Hold |
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|
2020
Q3 | $205K | Hold |
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|
2020
Q2 | $191K | Hold |
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|
2020
Q1 | $171K | Hold |
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|
2019
Q4 | $276K | Buy |
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