MorganRosel Wealth Management’s Anywhere Real Estate HOUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-39,066
| Closed | -$685K | – | 84 |
|
|
2021
Q3 | $685K | Buy |
39,066
+77
| +0.2% | +$1.35K | 0.37% | 54 |
|
|
2021
Q2 | $710K | Sell |
38,989
-29,130
| -43% | -$530K | 0.4% | 51 |
|
|
2021
Q1 | $1.03M | Sell |
68,119
-10,090
| -13% | -$153K | 0.65% | 30 |
|
|
2020
Q4 | $1.03M | Buy |
78,209
+1,829
| +2% | +$24K | 0.72% | 28 |
|
|
2020
Q3 | $721K | Buy |
+76,380
| New | +$721K | 0.58% | 36 |
|