Rehmann Capital Advisory Group’s Dream Finders Homes DFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-39,591
| Closed | -$343K | – | 555 |
|
|
2022
Q4 | $343K | Hold |
39,591
| – | – | 0.04% | 377 |
|
|
2022
Q3 | $420K | Hold |
39,591
| – | – | 0.05% | 318 |
|
|
2022
Q2 | $421K | Hold |
39,591
| – | – | 0.05% | 315 |
|
|
2022
Q1 | $676K | Buy |
39,591
+4,327
| +12% | +$73.9K | 0.06% | 258 |
|
|
2021
Q4 | $686K | Hold |
35,264
| – | – | 0.06% | 256 |
|
|
2021
Q3 | $611K | Buy |
35,264
+23,000
| +188% | +$399K | 0.06% | 279 |
|
|
2021
Q2 | $300K | Hold |
12,264
| – | – | 0.03% | 430 |
|
|
2021
Q1 | $295K | Buy |
+12,264
| New | +$295K | 0.03% | 405 |
|