Balasa Dinverno & Foltz’s Taylor Morrison TMHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$922K Buy
39,529
+7,862
+25% +$183K 0.06% 134
2022
Q2
$740K Buy
31,667
+2,473
+8% +$57.8K 0.05% 154
2022
Q1
$795K Buy
29,194
+1,368
+5% +$37.3K 0.05% 150
2021
Q4
$973K Sell
27,826
-1,534
-5% -$53.6K 0.06% 131
2021
Q3
$757K Sell
29,360
-3,638
-11% -$93.8K 0.05% 144
2021
Q2
$872K Sell
32,998
-3,678
-10% -$97.2K 0.06% 132
2021
Q1
$1.13M Buy
36,676
+56
+0.2% +$1.73K 0.09% 102
2020
Q4
$939K Sell
36,620
-1,866
-5% -$47.8K 0.08% 110
2020
Q3
$946K Sell
38,486
-53
-0.1% -$1.3K 0.09% 97
2020
Q2
$743K Buy
38,539
+5,718
+17% +$110K 0.08% 104
2020
Q1
$361K Buy
+32,821
New +$361K 0.05% 163