Envestnet Asset Management’s WILLIAM LYON HOMES WLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,697
| Closed | -$493K | – | 3240 |
|
|
2019
Q4 | $493K | Sell |
24,697
-1,202
| -5% | -$24K | ﹤0.01% | 2465 |
|
|
2019
Q3 | $527K | Buy |
25,899
+1,808
| +8% | +$36.8K | ﹤0.01% | 2337 |
|
|
2019
Q2 | $439K | Buy |
24,091
+2,759
| +13% | +$50.3K | ﹤0.01% | 2469 |
|
|
2019
Q1 | $328K | Buy |
21,332
+5,479
| +35% | +$84.2K | ﹤0.01% | 2555 |
|
|
2018
Q4 | $169K | Buy |
+15,853
| New | +$169K | ﹤0.01% | 2731 |
|
|
2018
Q3 | – | Sell |
-2,042
| Closed | -$47K | – | 3176 |
|
|
2018
Q2 | $47K | Sell |
2,042
-66
| -3% | -$1.52K | ﹤0.01% | 2231 |
|
|
2018
Q1 | $58K | Buy |
2,108
+78
| +4% | +$2.15K | ﹤0.01% | 2110 |
|
|
2017
Q4 | $59K | Buy |
2,030
+452
| +29% | +$13.1K | ﹤0.01% | 2277 |
|
|
2017
Q3 | $36K | Buy |
1,578
+1
| +0.1% | +$23 | ﹤0.01% | 2369 |
|
|
2017
Q2 | $38K | Buy |
1,577
+5
| +0.3% | +$120 | ﹤0.01% | 2446 |
|
|
2017
Q1 | $32K | Sell |
1,572
-888
| -36% | -$18.1K | ﹤0.01% | 2565 |
|
|
2016
Q4 | $47K | Sell |
2,460
-1
| -0% | -$19 | ﹤0.01% | 2467 |
|
|
2016
Q3 | $46K | Sell |
2,461
-585
| -19% | -$10.9K | ﹤0.01% | 2628 |
|
|
2016
Q2 | $49K | Buy |
3,046
+48
| +2% | +$772 | ﹤0.01% | 2739 |
|
|
2016
Q1 | $43K | Buy |
2,998
+1,547
| +107% | +$22.2K | ﹤0.01% | 2777 |
|
|
2015
Q4 | $24K | Buy |
1,451
+11
| +0.8% | +$182 | ﹤0.01% | 2866 |
|
|
2015
Q3 | $30K | Buy |
+1,440
| New | +$30K | ﹤0.01% | 2837 |
|