Tilia Fiduciary Partners’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-105
| Closed | -$17.1K | – | 124 |
|
|
2023
Q2 | $17.1K | Hold |
105
| – | – | 0.02% | 317 |
|
|
2023
Q1 | $19.2K | Hold |
105
| – | – | 0.02% | 301 |
|
|
2022
Q4 | $17.4K | Hold |
105
| – | – | 0.02% | 305 |
|
|
2022
Q3 | $17K | Hold |
105
| – | – | 0.02% | 301 |
|
|
2022
Q2 | $17K | Hold |
105
| – | – | 0.02% | 317 |
|
|
2022
Q1 | $20K | Hold |
105
| – | – | 0.02% | 319 |
|
|
2021
Q4 | $22K | Buy |
+105
| New | +$22K | 0.02% | 313 |
|