CIA
WLH
Capital Impact Advisors’s WILLIAM LYON HOMES WLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-43,068
| Closed | -$887K | – | 298 |
|
|
2015
Q3 | $887K | Hold |
43,068
| – | – | 0.45% | 68 |
|
|
2015
Q2 | $1.11M | Hold |
43,068
| – | – | 0.5% | 55 |
|
|
2015
Q1 | $1.11M | Buy |
43,068
+36,959
| +605% | +$954K | 0.51% | 53 |
|
|
2014
Q4 | $124K | Hold |
6,109
| – | – | 0.06% | 198 |
|
|
2014
Q3 | $135 | Hold |
6,109
| – | – | ﹤0.01% | 170 |
|
|
2014
Q2 | $186K | Buy |
+6,109
| New | +$186K | 0.14% | 98 |
|