BSW Wealth Partners’s M/I Homes MHO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,400
| Closed | -$293K | – | 318 |
|
2024
Q2 | $293K | Hold |
2,400
| – | – | 0.05% | 214 |
|
2024
Q1 | $327K | Hold |
2,400
| – | – | 0.06% | 208 |
|
2023
Q4 | $331K | Hold |
2,400
| – | – | 0.07% | 184 |
|
2023
Q3 | $202K | Hold |
2,400
| – | – | 0.04% | 228 |
|
2023
Q2 | $209K | Buy |
+2,400
| New | +$209K | 0.04% | 249 |
|