Cascade Investment Advisors’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3,293
| Closed | -$401K | – | 108 |
|
2023
Q2 | $401K | Buy |
3,293
+37
| +1% | +$4.5K | 0.3% | 98 |
|
2023
Q1 | $318K | Buy |
3,256
+18
| +0.6% | +$1.76K | 0.25% | 95 |
|
2022
Q4 | $289K | Buy |
3,238
+100
| +3% | +$8.91K | 0.24% | 103 |
|
2022
Q3 | $241K | Buy |
+3,138
| New | +$241K | 0.21% | 104 |
|
2017
Q1 | – | Sell |
-50
| Closed | -$1.37K | – | 177 |
|
2016
Q4 | $1.37K | Buy |
+50
| New | +$1.37K | ﹤0.01% | 201 |
|