True Wealth Design’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597 | Sell |
2
-13
| -87% | -$3.88K | ﹤0.01% | 1674 |
|
|
2025
Q1 | $3.95K | Sell |
15
-129
| -90% | -$34K | ﹤0.01% | 760 |
|
|
2024
Q4 | $42.1K | Buy |
+144
| New | +$42.1K | 0.02% | 197 |
|
|
2024
Q2 | – | Sell |
-3,630
| Closed | -$975K | – | 782 |
|
|
2024
Q1 | $975K | Sell |
3,630
-719
| -17% | -$193K | 0.24% | 39 |
|
|
2023
Q4 | $891K | Sell |
4,349
-188
| -4% | -$38.5K | 0.25% | 42 |
|
|
2023
Q3 | $773K | Buy |
4,537
+173
| +4% | +$29.5K | 0.26% | 68 |
|
|
2023
Q2 | $712K | Buy |
4,364
+173
| +4% | +$28.2K | 0.26% | 92 |
|
|
2023
Q1 | $766K | Buy |
4,191
+49
| +1% | +$8.95K | 0.32% | 76 |
|
|
2022
Q4 | $686K | Buy |
+4,142
| New | +$686K | 0.32% | 90 |
|