Kingswood Wealth Advisors’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
-1,532
Closed -$292K 819
2024
Q3
$292K Sell
1,532
-275
-15% -$52.4K 0.02% 573
2024
Q2
$255K Sell
1,807
-43
-2% -$6.06K 0.02% 575
2024
Q1
$305K Sell
1,850
-41
-2% -$6.75K 0.04% 472
2023
Q4
$287K Buy
+1,891
New +$287K 0.03% 487