Invenio Wealth Partners’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,415
| Closed | -$270K | – | 101 |
|
|
2024
Q3 | $270K | Buy |
+1,415
| New | +$270K | 0.12% | 84 |
|
|
2024
Q2 | – | Sell |
-1,515
| Closed | -$249K | – | 96 |
|
|
2024
Q1 | $249K | Sell |
1,515
-55
| -4% | -$9.05K | 0.13% | 81 |
|
|
2023
Q4 | $239K | Buy |
+1,570
| New | +$239K | 0.17% | 79 |
|
|
2023
Q3 | – | Sell |
-3,225
| Closed | -$392K | – | 89 |
|
|
2023
Q2 | $392K | Buy |
+3,225
| New | +$392K | 0.44% | 46 |
|