Summit Trail Advisors’s LCI Industries LCII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,742
| Closed | -$205K | – | 581 |
|
|
2023
Q3 | $205K | Hold |
1,742
| – | – | 0.01% | 497 |
|
|
2023
Q2 | $220K | Buy |
+1,742
| New | +$220K | 0.01% | 460 |
|
|
2022
Q3 | – | Sell |
-1,828
| Closed | -$205K | – | 402 |
|
|
2022
Q2 | $205K | Buy |
+1,828
| New | +$205K | 0.01% | 349 |
|
|
2018
Q4 | – | Sell |
-5,105
| Closed | -$423K | – | 172 |
|
|
2018
Q3 | $423K | Buy |
5,105
+1,235
| +32% | +$102K | 0.09% | 121 |
|
|
2018
Q2 | $349K | Sell |
3,870
-12,819
| -77% | -$1.16M | 0.12% | 96 |
|
|
2018
Q1 | $1.15M | Buy |
16,689
+1,730
| +12% | +$119K | 0.2% | 117 |
|
|
2017
Q4 | $1.92M | Buy |
+14,959
| New | +$1.92M | 0.24% | 78 |
|