MWPCG
Measured Wealth Private Client Group’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,675
| Closed | -$766K | – | 191 |
|
|
2024
Q1 | $766K | Buy |
3,675
+163
| +5% | +$34K | 0.27% | 64 |
|
|
2023
Q4 | $586K | Sell |
3,512
-161
| -4% | -$26.9K | 0.22% | 78 |
|
|
2023
Q3 | $457K | Buy |
3,673
+90
| +3% | +$11.2K | 0.18% | 90 |
|
|
2023
Q2 | $487K | Sell |
3,583
-786
| -18% | -$107K | 0.19% | 90 |
|
|
2023
Q1 | $388K | Buy |
+4,369
| New | +$388K | 0.15% | 109 |
|