Meritage Portfolio Management’s Builders FirstSource BLDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,588	Closed	-$232K	–	309
2022 Q1	$232K	Buy	3,588 +329	+10%	+$21.3K	0.01%	309
2021 Q4	$279K	Buy	+3,259	New	+$279K	0.02%	274