Creative Planning’s WILLIAM LYON HOMES WLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-410
| Closed | -$10K | – | 4541 |
|
|
2017
Q2 | $10K | Hold |
410
| – | – | ﹤0.01% | 3617 |
|
|
2017
Q1 | $8K | Hold |
410
| – | – | ﹤0.01% | 3721 |
|
|
2016
Q4 | $8K | Hold |
410
| – | – | ﹤0.01% | 3666 |
|
|
2016
Q3 | $8K | Sell |
410
-136
| -25% | -$2.65K | ﹤0.01% | 3621 |
|
|
2016
Q2 | $9K | Hold |
546
| – | – | ﹤0.01% | 3309 |
|
|
2016
Q1 | $8K | Sell |
546
-2,639
| -83% | -$38.7K | ﹤0.01% | 3336 |
|
|
2015
Q4 | $53K | Hold |
3,185
| – | – | ﹤0.01% | 2054 |
|
|
2015
Q3 | $66K | Buy |
+3,185
| New | +$66K | ﹤0.01% | 1842 |
|
|
2015
Q2 | – | Sell |
-897
| Closed | -$23K | – | 4018 |
|
|
2015
Q1 | $23K | Hold |
897
| – | – | ﹤0.01% | 2612 |
|
|
2014
Q4 | $18K | Hold |
897
| – | – | ﹤0.01% | 2722 |
|
|
2014
Q3 | $20K | Hold |
897
| – | – | ﹤0.01% | 2535 |
|
|
2014
Q2 | $27K | Hold |
897
| – | – | ﹤0.01% | 2293 |
|
|
2014
Q1 | $25K | Hold |
897
| – | – | ﹤0.01% | 2238 |
|
|
2013
Q4 | $20K | Hold |
897
| – | – | ﹤0.01% | 2204 |
|
|
2013
Q3 | $18K | Hold |
897
| – | – | ﹤0.01% | 2178 |
|
|
2013
Q2 | $23K | Buy |
+897
| New | +$23K | ﹤0.01% | 1861 |
|