Walled Lake Planning & Wealth Management’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-107
| Closed | -$18K | – | 122 |
|
|
2021
Q3 | $18K | Hold |
107
| – | – | 0.01% | 225 |
|
|
2021
Q2 | $20K | Hold |
107
| – | – | 0.01% | 205 |
|
|
2021
Q1 | $18K | Buy |
107
+1
| +0.9% | +$168 | 0.01% | 202 |
|
|
2020
Q4 | $13K | Hold |
106
| – | – | 0.01% | 203 |
|
|
2020
Q3 | $11K | Hold |
106
| – | – | 0.01% | 208 |
|
|
2020
Q2 | $10K | Hold |
106
| – | – | 0.01% | 196 |
|
|
2020
Q1 | $9K | Buy |
+106
| New | +$9K | 0.01% | 192 |
|