WFG Advisors’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-27
| Closed | -$6K | – | 1489 |
|
|
2016
Q4 | $6K | Hold |
27
| – | – | ﹤0.01% | 1212 |
|
|
2016
Q3 | $7K | Hold |
27
| – | – | ﹤0.01% | 1207 |
|
|
2016
Q2 | $7K | Hold |
27
| – | – | ﹤0.01% | 1158 |
|
|
2016
Q1 | $6K | Buy |
+27
| New | +$6K | ﹤0.01% | 1148 |
|
|
2015
Q3 | – | Sell |
-143
| Closed | -$26K | – | 1606 |
|
|
2015
Q2 | $26K | Buy |
143
+18
| +14% | +$3.27K | 0.01% | 898 |
|
|
2015
Q1 | $21K | Buy |
125
+25
| +25% | +$4.2K | 0.01% | 965 |
|
|
2014
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 1329 |
|
|
2014
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 1417 |
|
|
2014
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 1372 |
|
|
2014
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 1383 |
|
|
2013
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 1541 |
|
|
2013
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1548 |
|
|
2013
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 1521 |
|