Regent Peak Wealth Advisors’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,348
| Closed | -$257K | – | 185 |
|
2024
Q3 | $257K | Buy |
+1,348
| New | +$257K | 0.06% | 140 |
|
2024
Q2 | – | Sell |
-1,322
| Closed | -$218K | – | 167 |
|
2024
Q1 | $218K | Buy |
+1,322
| New | +$218K | 0.06% | 151 |
|
2021
Q1 | – | Sell |
-792
| Closed | -$55K | – | 351 |
|
2020
Q4 | $55K | Buy |
+792
| New | +$55K | 0.02% | 297 |
|