HWA
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Heartwood Wealth Advisors’s Builders FirstSource BLDR Stock Holding History

Heartwood Wealth Advisors’s Portfolio BLDR Stock Details BLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,272
Closed -$247K – 171
2024
Q3 		$247K Buy
+1,272
New +$247K 0.03% 152
2024
Q2 		– Sell
-1,272
Closed -$265K – 173
2024
Q1 		$265K Hold
1,272
– – 0.03% 121
2023
Q4 		$212K Buy
+1,272
New +$212K 0.03% 138