SFPIA
Stevens First Principles Investment Advisors’s D.R. Horton DHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-81,396
| Closed | -$3.37M | – | 167 |
|
|
2019
Q1 | $3.37M | Sell |
81,396
-70
| -0.1% | -$2.9K | 2.01% | 17 |
|
|
2018
Q4 | $2.82M | Sell |
81,466
-32,155
| -28% | -$1.11M | 1.91% | 18 |
|
|
2018
Q3 | $4.79M | Buy |
113,621
+591
| +0.5% | +$24.9K | 2.75% | 12 |
|
|
2018
Q2 | $4.63M | Buy |
+113,030
| New | +$4.63M | 2.79% | 11 |
|
|
2018
Q1 | – | Sell |
-60,315
| Closed | -$3.08M | – | 164 |
|
|
2017
Q4 | $3.08M | Buy |
60,315
+23,150
| +62% | +$1.18M | 1.66% | 23 |
|
|
2017
Q3 | $1.48M | Buy |
37,165
+6,395
| +21% | +$255K | 0.81% | 40 |
|
|
2017
Q2 | $1.06M | Buy |
30,770
+1,220
| +4% | +$42.2K | 0.63% | 44 |
|
|
2017
Q1 | $984K | Buy |
29,550
+4,930
| +20% | +$164K | 0.63% | 41 |
|
|
2016
Q4 | $673K | Sell |
24,620
-420
| -2% | -$11.5K | 0.47% | 49 |
|
|
2016
Q3 | $756K | Sell |
25,040
-645
| -3% | -$19.5K | 0.55% | 45 |
|
|
2016
Q2 | $809K | Buy |
+25,685
| New | +$809K | 0.6% | 41 |
|