AWM
AllSquare Wealth Management’s D.R. Horton DHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-692
| Closed | -$61.7K | – | 560 |
|
|
2022
Q4 | $61.7K | Hold |
692
| – | – | 0.04% | 180 |
|
|
2022
Q3 | $47K | Hold |
692
| – | – | 0.03% | 192 |
|
|
2022
Q2 | $46K | Hold |
692
| – | – | 0.03% | 204 |
|
|
2022
Q1 | $52K | Buy |
692
+96
| +16% | +$7.21K | 0.03% | 222 |
|
|
2021
Q4 | $65K | Sell |
596
-108
| -15% | -$11.8K | 0.04% | 189 |
|
|
2021
Q3 | $59K | Buy |
704
+111
| +19% | +$9.3K | 0.04% | 203 |
|
|
2021
Q2 | $54K | Sell |
593
-19
| -3% | -$1.73K | 0.03% | 222 |
|
|
2021
Q1 | $55K | Sell |
612
-99
| -14% | -$8.9K | 0.03% | 213 |
|
|
2020
Q4 | $49K | Hold |
711
| – | – | 0.03% | 203 |
|
|
2020
Q3 | $54K | Hold |
711
| – | – | 0.04% | 179 |
|
|
2020
Q2 | $39K | Sell |
711
-211
| -23% | -$11.6K | 0.03% | 210 |
|
|
2020
Q1 | $31K | Buy |
922
+115
| +14% | +$3.87K | 0.03% | 201 |
|
|
2019
Q4 | $43K | Sell |
807
-219
| -21% | -$11.7K | 0.03% | 197 |
|
|
2019
Q3 | $54K | Sell |
1,026
-129
| -11% | -$6.79K | 0.04% | 177 |
|
|
2019
Q2 | $50K | Hold |
1,155
| – | – | 0.04% | 188 |
|
|
2019
Q1 | $48K | Hold |
1,155
| – | – | 0.04% | 191 |
|
|
2018
Q4 | $40K | Buy |
1,155
+459
| +66% | +$15.9K | 0.03% | 190 |
|
|
2018
Q3 | $29K | Sell |
696
-144
| -17% | -$6K | 0.02% | 234 |
|
|
2018
Q2 | $34K | Buy |
840
+81
| +11% | +$3.28K | 0.03% | 216 |
|
|
2018
Q1 | $33K | Sell |
759
-18
| -2% | -$783 | 0.03% | 187 |
|
|
2017
Q4 | $40K | Sell |
777
-37
| -5% | -$1.91K | 0.03% | 161 |
|
|
2017
Q3 | $33K | Buy |
+814
| New | +$33K | 0.03% | 172 |
|
|
2017
Q2 | – | Sell |
-949
| Closed | -$32K | – | 207 |
|
|
2017
Q1 | $32K | Buy |
+949
| New | +$32K | 0.03% | 165 |
|