Beach Investment Counsel’s WILLIAM LYON HOMES WLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,000
| Closed | -$200K | – | 145 |
|
|
2019
Q4 | $200K | Sell |
10,000
-29,890
| -75% | -$598K | 0.02% | 138 |
|
|
2019
Q3 | $812K | Hold |
39,890
| – | – | 0.09% | 95 |
|
|
2019
Q2 | $727K | Sell |
39,890
-27,520
| -41% | -$502K | 0.08% | 100 |
|
|
2019
Q1 | $1.04M | Buy |
+67,410
| New | +$1.04M | 0.12% | 87 |
|
|
2018
Q2 | – | Sell |
-55,487
| Closed | -$1.53M | – | 166 |
|
|
2018
Q1 | $1.53M | Hold |
55,487
| – | – | 0.16% | 88 |
|
|
2017
Q4 | $1.61M | Hold |
55,487
| – | – | 0.16% | 85 |
|
|
2017
Q3 | $1.28M | Hold |
55,487
| – | – | 0.13% | 87 |
|
|
2017
Q2 | $1.34M | Buy |
55,487
+10,570
| +24% | +$255K | 0.14% | 80 |
|
|
2017
Q1 | $926K | Buy |
+44,917
| New | +$926K | 0.1% | 94 |
|