9258 Wealth Management’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $357K | Buy |
1,870
+7
| +0.4% | +$1.34K | 0.05% | 247 |
|
2024
Q2 | $263K | Hold |
1,863
| – | – | 0.04% | 280 |
|
2024
Q1 | $307K | Hold |
1,863
| – | – | 0.05% | 268 |
|
2023
Q4 | $283K | Hold |
1,863
| – | – | 0.05% | 264 |
|
2023
Q3 | $200K | Sell |
1,863
-47
| -2% | -$5.05K | 0.04% | 307 |
|
2023
Q2 | $232K | Buy |
+1,910
| New | +$232K | 0.04% | 289 |
|
2023
Q1 | – | Sell |
-2,601
| Closed | -$232K | – | 324 |
|
2022
Q4 | $232K | Buy |
+2,601
| New | +$232K | 0.05% | 283 |
|
2020
Q1 | – | Sell |
-3,915
| Closed | -$207K | – | 286 |
|
2019
Q4 | $207K | Sell |
3,915
-1,500
| -28% | -$79.3K | 0.08% | 280 |
|
2019
Q3 | $285K | Hold |
5,415
| – | – | 0.22% | 135 |
|
2019
Q2 | $234K | Buy |
+5,415
| New | +$234K | 0.19% | 148 |
|