McGlinn Capital Management’s Hovnanian Enterprises HOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q3	$334K	Sell	7,540 -2,440	-24%	-$108K	1.01%	39
2015 Q2	$664K	Buy	9,980 +3,696	+59%	+$246K	1.54%	28
2015 Q1	$559K	Buy	+6,284	New	+$559K	1.53%	28