LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s D.R. Horton DHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10
| Closed | – | – | 583 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 608 |
|
|
2022
Q2 | $0 | Sell |
10
-50
| -83% | – | ﹤0.01% | 640 |
|
|
2022
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 596 |
|
|
2021
Q4 | $7K | Hold |
60
| – | – | ﹤0.01% | 636 |
|
|
2021
Q3 | $5K | Sell |
60
-72
| -55% | -$6K | ﹤0.01% | 655 |
|
|
2021
Q2 | $12K | Buy |
+132
| New | +$12K | ﹤0.01% | 598 |
|
|
2021
Q1 | – | Sell |
-60
| Closed | -$4K | – | 405 |
|
|
2020
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 707 |
|
|
2020
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 542 |
|
|
2020
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 551 |
|
|
2020
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 614 |
|
|
2019
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 628 |
|
|
2019
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 623 |
|
|
2019
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 641 |
|
|
2019
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 638 |
|
|
2018
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 628 |
|
|
2018
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 581 |
|
|
2018
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 611 |
|
|
2018
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 641 |
|
|
2017
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 625 |
|
|
2017
Q3 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 639 |
|