Moran Wealth Management’s Dream Finders Homes DFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,561
| Closed | -$299K | – | 410 |
|
|
2024
Q2 | $299K | Buy |
11,561
+1,007
| +10% | +$26K | 0.01% | 376 |
|
|
2024
Q1 | $462K | Buy |
10,554
+561
| +6% | +$24.5K | 0.02% | 329 |
|
|
2023
Q4 | $355K | Buy |
9,993
+164
| +2% | +$5.83K | 0.01% | 353 |
|
|
2023
Q3 | $218K | Sell |
9,829
-1,441
| -13% | -$32K | 0.01% | 345 |
|
|
2023
Q2 | $277K | Buy |
+11,270
| New | +$277K | 0.01% | 354 |
|