Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,735
| Closed | -$211K | – | 259 |
|
|
2023
Q2 | $211K | Buy |
+1,735
| New | +$211K | 0.04% | 268 |
|
|
2021
Q1 | – | Sell |
-784
| Closed | -$54K | – | 384 |
|
|
2020
Q4 | $54K | Hold |
784
| – | – | 0.01% | 371 |
|
|
2020
Q3 | $59K | Hold |
784
| – | – | 0.01% | 317 |
|
|
2020
Q2 | $43K | Hold |
784
| – | – | 0.01% | 321 |
|
|
2020
Q1 | $27K | Hold |
784
| – | – | 0.01% | 340 |
|
|
2019
Q4 | $41K | Hold |
784
| – | – | 0.01% | 350 |
|
|
2019
Q3 | $41K | Sell |
784
-103
| -12% | -$5.39K | 0.01% | 354 |
|
|
2019
Q2 | $38K | Hold |
887
| – | – | 0.01% | 366 |
|
|
2019
Q1 | $37K | Buy |
+887
| New | +$37K | 0.01% | 364 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$84K | – | 502 |
|
|
2018
Q3 | $84K | Hold |
2,000
| – | – | 0.02% | 290 |
|
|
2018
Q2 | $82K | Hold |
2,000
| – | – | 0.02% | 302 |
|
|
2018
Q1 | $88K | Hold |
2,000
| – | – | 0.02% | 278 |
|
|
2017
Q4 | $102K | Buy |
+2,000
| New | +$102K | 0.03% | 273 |
|
|
2017
Q2 | – | Sell |
-6
| Closed | – | – | 532 |
|
|
2017
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 527 |
|
|
2016
Q2 | – | Sell |
-48
| Closed | -$1K | – | 485 |
|
|
2016
Q1 | $1K | Buy |
48
+27
| +129% | +$562 | ﹤0.01% | 408 |
|
|
2015
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 420 |
|