SSWM
Sheets Smith Wealth Management’s LGI Homes LGIH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,720
| Closed | -$643K | – | 322 |
|
|
2019
Q3 | $643K | Buy |
7,720
+78
| +1% | +$6.5K | 0.13% | 165 |
|
|
2019
Q2 | $546K | Buy |
+7,642
| New | +$546K | 0.11% | 193 |
|
|
2018
Q1 | – | Sell |
-20,481
| Closed | -$1.54M | – | 328 |
|
|
2017
Q4 | $1.54M | Buy |
20,481
+325
| +2% | +$24.4K | 0.36% | 77 |
|
|
2017
Q3 | $979K | Buy |
20,156
+8,663
| +75% | +$421K | 0.25% | 112 |
|
|
2017
Q2 | $462K | Buy |
+11,493
| New | +$462K | 0.12% | 177 |
|
|
2016
Q4 | – | Sell |
-29,916
| Closed | -$1.1M | – | 288 |
|
|
2016
Q3 | $1.1M | Sell |
29,916
-1,311
| -4% | -$48.3K | 0.31% | 85 |
|
|
2016
Q2 | $997K | Buy |
+31,227
| New | +$997K | 0.29% | 98 |
|