Sugarloaf Wealth Management’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-471
| Closed | -$57.3K | – | 690 |
|
2023
Q2 | $57.3K | Buy |
471
+44
| +10% | +$5.35K | 0.01% | 270 |
|
2023
Q1 | $41.7K | Buy |
+427
| New | +$41.7K | 0.01% | 314 |
|
2022
Q4 | – | Sell |
-311
| Closed | -$21K | – | 805 |
|
2022
Q3 | $21K | Sell |
311
-335
| -52% | -$22.6K | 0.01% | 413 |
|
2022
Q2 | $43K | Buy |
+646
| New | +$43K | 0.01% | 301 |
|