Wela Strategies’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 | $507K | Hold |
1,700
| – | – | 0.2% | 36 |
|
|
2025
Q1 | $448K | Buy |
+1,700
| New | +$448K | 0.19% | 42 |
|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$551K | – | 55 |
|
|
2024
Q3 | $551K | Hold |
2,000
| – | – | 0.24% | 27 |
|
|
2024
Q2 | $483K | Buy |
2,000
+333
| +20% | +$80.4K | 0.22% | 33 |
|
|
2024
Q1 | $448K | Sell |
1,667
-833
| -33% | -$224K | 0.21% | 32 |
|
|
2023
Q4 | $512K | Buy |
+2,500
| New | +$512K | 0.28% | 30 |
|