SWM
Selective Wealth Management’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-600
| Closed | -$32K | – | 763 |
|
|
2022
Q2 | $32K | Hold |
600
| – | – | 0.01% | 393 |
|
|
2022
Q1 | $39K | Sell |
600
-3,050
| -84% | -$198K | 0.01% | 344 |
|
|
2021
Q4 | $313K | Buy |
3,650
+600
| +20% | +$51.5K | 0.13% | 82 |
|
|
2021
Q3 | $158K | Buy |
3,050
+1,450
| +91% | +$75.1K | 0.08% | 125 |
|
|
2021
Q2 | $68K | Buy |
+1,600
| New | +$68K | 0.05% | 153 |
|