PWAG
Polaris Wealth Advisory Group’s D.R. Horton DHI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-644,455
| Closed | -$26.9M | – | 151 |
|
2019
Q1 | $26.9M | Buy |
+644,455
| New | +$26.9M | 2.02% | 13 |
|
2018
Q1 | – | Sell |
-436,293
| Closed | -$22.3M | – | 461 |
|
2017
Q4 | $22.3M | Buy |
436,293
+5,778
| +1% | +$295K | 1.83% | 20 |
|
2017
Q3 | $17.2M | Buy |
430,515
+237,194
| +123% | +$9.47M | 1.51% | 31 |
|
2017
Q2 | $6.68M | Buy |
193,321
+3,301
| +2% | +$114K | 0.76% | 45 |
|
2017
Q1 | $6.33M | Buy |
+190,020
| New | +$6.33M | 0.69% | 53 |
|