Schwarz Dygos Wheeler Investment Advisors’s Beazer Homes USA BZH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-40,000
| Closed | -$609K | – | 130 |
|
|
2022
Q1 | $609K | Hold |
40,000
| – | – | 0.21% | 71 |
|
|
2021
Q4 | $929K | Hold |
40,000
| – | – | 0.31% | 56 |
|
|
2021
Q3 | $690K | Hold |
40,000
| – | – | 0.25% | 65 |
|
|
2021
Q2 | $772K | Hold |
40,000
| – | – | 0.28% | 62 |
|
|
2021
Q1 | $837K | Hold |
40,000
| – | – | 0.35% | 56 |
|
|
2020
Q4 | $606K | Hold |
40,000
| – | – | 0.29% | 53 |
|
|
2020
Q3 | $528K | Buy |
+40,000
| New | +$528K | 0.3% | 54 |
|