HGWM
WLH

Harvest Group Wealth Management’s WILLIAM LYON HOMES WLH Stock Holding History

Harvest Group Wealth Management’s Portfolio WLH Stock Details WLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-164
Closed -$3K – 1186
2019
Q4 		$3K Hold
164
– – ﹤0.01% 562
2019
Q3 		$3K Hold
164
– – ﹤0.01% 624
2019
Q2 		$2K Hold
164
– – ﹤0.01% 636
2019
Q1 		$3K Buy
+164
New +$2.26K ﹤0.01% 569

Other funds holding WLH

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Harvest Group Wealth Management's WLH Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of WILLIAM LYON HOMES (WLH) in Q1 2020, closing a stake of 164 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in WLH in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 1 fund tracked by Wall St. Rank holds WLH as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining WILLIAM LYON HOMES position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 164 WILLIAM LYON HOMES shares in Q1 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in WILLIAM LYON HOMES in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's WILLIAM LYON HOMES position peaked at $3K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.