Baker Tilly Wealth Management’s Dream Finders Homes DFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,405
| Closed | -$630K | – | 312 |
|
|
2024
Q1 | $630K | Buy |
14,405
+2,277
| +19% | +$99.6K | 0.11% | 200 |
|
|
2023
Q4 | $431K | Buy |
12,128
+1,615
| +15% | +$57.4K | 0.07% | 313 |
|
|
2023
Q3 | $234K | Sell |
10,513
-2,763
| -21% | -$61.4K | 0.04% | 409 |
|
|
2023
Q2 | $326K | Sell |
13,276
-995
| -7% | -$24.5K | 0.03% | 439 |
|
|
2023
Q1 | $189K | Sell |
14,271
-1,296
| -8% | -$17.2K | 0.02% | 525 |
|
|
2022
Q4 | $135K | Sell |
15,567
-1,891
| -11% | -$16.4K | 0.02% | 516 |
|
|
2022
Q3 | $185K | Buy |
17,458
+2,494
| +17% | +$26.4K | 0.03% | 483 |
|
|
2022
Q2 | $159K | Buy |
14,964
+217
| +1% | +$2.31K | 0.02% | 478 |
|
|
2022
Q1 | $252K | Buy |
+14,747
| New | +$252K | 0.03% | 453 |
|