CAPTRUST Financial Advisors’s WILLIAM LYON HOMES WLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-756
| Closed | -$15K | – | 2097 |
|
|
2019
Q3 | $15K | Sell |
756
-225
| -23% | -$4.46K | ﹤0.01% | 1394 |
|
|
2019
Q2 | $18K | Hold |
981
| – | – | ﹤0.01% | 1317 |
|
|
2019
Q1 | $15K | Buy |
981
+9
| +0.9% | +$138 | ﹤0.01% | 1280 |
|
|
2018
Q4 | $10K | Buy |
972
+401
| +70% | +$4.13K | ﹤0.01% | 1234 |
|
|
2018
Q3 | $9K | Hold |
571
| – | – | ﹤0.01% | 1267 |
|
|
2018
Q2 | $13K | Buy |
+571
| New | +$13K | ﹤0.01% | 1101 |
|