IWA
IBEX Wealth Advisors’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,820
| Closed | -$638K | – | 212 |
|
|
2024
Q3 | $638K | Buy |
35,820
+35,803
| +210,606% | +$638K | 0.17% | 67 |
|
|
2024
Q2 | $2.39K | Buy |
+17
| New | +$2.39K | ﹤0.01% | 270 |
|
|
2024
Q1 | – | Sell |
-21
| Closed | -$3.45K | – | 115 |
|
|
2023
Q4 | $3.45K | Sell |
21
-19,168
| -100% | -$3.15M | 0.75% | 49 |
|
|
2023
Q3 | $2.39M | Buy |
+19,189
| New | +$2.39M | 0.61% | 51 |
|
|
2022
Q1 | – | Sell |
-4,373
| Closed | -$375K | – | 176 |
|
|
2021
Q4 | $375K | Hold |
4,373
| – | – | 0.07% | 139 |
|
|
2021
Q3 | $226K | Buy |
+4,373
| New | +$226K | 0.04% | 165 |
|