J.W. Cole Advisors’s Builders FirstSource BLDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $763K | Buy |
6,534
+1,011
| +18% | +$118K | 0.02% | 769 |
|
2025
Q1 | $690K | Buy |
+5,523
| New | +$690K | 0.02% | 669 |
|
2024
Q4 | – | Sell |
-1,270
| Closed | -$246K | – | 961 |
|
2024
Q3 | $246K | Buy |
+1,270
| New | +$246K | 0.01% | 834 |
|
2024
Q2 | – | Sell |
-2,584
| Closed | -$539K | – | 899 |
|
2024
Q1 | $539K | Buy |
2,584
+1,159
| +81% | +$242K | 0.03% | 514 |
|
2023
Q4 | $238K | Buy |
+1,425
| New | +$238K | 0.01% | 712 |
|
2023
Q3 | – | Sell |
-7,354
| Closed | -$1M | – | 741 |
|
2023
Q2 | $1M | Buy |
+7,354
| New | +$1M | 0.07% | 268 |
|
2022
Q1 | – | Sell |
-3,321
| Closed | -$285K | – | 814 |
|
2021
Q4 | $285K | Buy |
+3,321
| New | +$285K | 0.02% | 668 |
|
2020
Q4 | – | Sell |
-8,195
| Closed | -$267K | – | 659 |
|
2020
Q3 | $267K | Buy |
+8,195
| New | +$267K | 0.02% | 581 |
|