IFP Advisors’s WILLIAM LYON HOMES WLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5773 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5581 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5397 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5143 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4930 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4677 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4522 |
|
|
2019
Q4 | – | Sell |
-268
| Closed | -$5K | – | 4094 |
|
|
2019
Q3 | $5K | Buy |
+268
| New | +$5K | ﹤0.01% | 2372 |
|
|
2018
Q3 | – | Sell |
-550
| Closed | -$13K | – | 4134 |
|
|
2018
Q2 | $13K | Buy |
550
+200
| +57% | +$4.73K | ﹤0.01% | 2730 |
|
|
2018
Q1 | $10K | Hold |
350
| – | – | ﹤0.01% | 2821 |
|
|
2017
Q4 | $10K | Buy |
+350
| New | +$10K | ﹤0.01% | 2818 |
|