MWM
MorganRosel Wealth Management’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,361
| Closed | -$1.02M | – | 105 |
|
|
2024
Q2 | $1.02M | Buy |
7,361
+1,505
| +26% | +$208K | 0.36% | 50 |
|
|
2024
Q1 | $1.22M | Sell |
5,856
-380
| -6% | -$79.2K | 0.44% | 38 |
|
|
2023
Q4 | $1.04M | Buy |
6,236
+1,653
| +36% | +$276K | 0.4% | 43 |
|
|
2023
Q3 | $571K | Buy |
+4,583
| New | +$571K | 0.24% | 69 |
|