LWM
LBA Wealth Management’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $161K | Sell |
10,812
-6,600
| -38% | -$98.3K | 0.08% | 114 |
|
|
2016
Q4 | $191K | Hold |
17,412
| – | – | 0.1% | 106 |
|
|
2016
Q3 | $200K | Hold |
17,412
| – | – | 0.11% | 110 |
|
|
2016
Q2 | $196K | Sell |
17,412
-22,500
| -56% | -$253K | 0.11% | 107 |
|
|
2016
Q1 | $450K | Hold |
39,912
| – | – | 0.26% | 67 |
|
|
2015
Q4 | $442K | Hold |
39,912
| – | – | 0.25% | 70 |
|
|
2015
Q3 | $506K | Hold |
39,912
| – | – | 0.32% | 58 |
|
|
2015
Q2 | $512K | Buy |
+39,912
| New | +$512K | 0.32% | 56 |
|