SWS
SYSTM Wealth Solutions’s Acuity Brands AYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,155
| Closed | -$1.39M | – | 689 |
|
|
2024
Q1 | $1.39M | Sell |
5,155
-252
| -5% | -$67.7K | 0.18% | 162 |
|
|
2023
Q4 | $1.11M | Buy |
5,407
+53
| +1% | +$10.9K | 0.15% | 181 |
|
|
2023
Q3 | $912K | Buy |
5,354
+2,121
| +66% | +$361K | 0.14% | 192 |
|
|
2023
Q2 | $527K | Sell |
3,233
-16
| -0.5% | -$2.61K | 0.07% | 305 |
|
|
2023
Q1 | $594K | Buy |
+3,249
| New | +$594K | 0.09% | 276 |
|