Cyndeo Wealth Partners’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,946
| Closed | -$2.25M | – | 452 |
|
|
2024
Q2 | $2.25M | Buy |
15,946
+270
| +2% | +$38.1K | 0.18% | 149 |
|
|
2024
Q1 | $2.58M | Buy |
15,676
+2,880
| +23% | +$474K | 0.21% | 132 |
|
|
2023
Q4 | $1.94M | Sell |
12,796
-75
| -0.6% | -$11.4K | 0.18% | 144 |
|
|
2023
Q3 | $1.38M | Sell |
12,871
-6,517
| -34% | -$700K | 0.14% | 156 |
|
|
2023
Q2 | $2.36M | Sell |
19,388
-608
| -3% | -$74K | 0.25% | 111 |
|
|
2023
Q1 | $1.95M | Sell |
19,996
-4,358
| -18% | -$426K | 0.21% | 129 |
|
|
2022
Q4 | $2.17M | Buy |
+24,354
| New | +$2.17M | 0.26% | 119 |
|