Steward Partners Investment Advisory’s WILLIAM LYON HOMES WLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,600
| Closed | -$31K | – | 2850 |
|
|
2019
Q4 | $31K | Sell |
1,600
-2,600
| -62% | -$50.4K | ﹤0.01% | 1612 |
|
|
2019
Q3 | $85K | Hold |
4,200
| – | – | ﹤0.01% | 1152 |
|
|
2019
Q2 | $76K | Buy |
+4,200
| New | +$76K | ﹤0.01% | 1178 |
|
|
2018
Q4 | – | Sell |
-4,200
| Closed | -$67K | – | 2626 |
|
|
2018
Q3 | $67K | Hold |
4,200
| – | – | ﹤0.01% | 1082 |
|
|
2018
Q2 | $97K | Hold |
4,200
| – | – | 0.01% | 863 |
|
|
2018
Q1 | $115K | Buy |
4,200
+125
| +3% | +$3.42K | 0.01% | 738 |
|
|
2017
Q4 | $118K | Buy |
+4,075
| New | +$118K | 0.01% | 618 |
|