Timelo Investment Management’s Beazer Homes USA BZH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-85,739
Closed -$2.43M 19
2023
Q2
$2.43M Sell
85,739
-96,900
-53% -$2.74M 1.67% 8
2023
Q1
$2.9M Sell
182,639
-370,502
-67% -$5.88M 2.85% 10
2022
Q4
$7.06M Buy
553,141
+17,800
+3% +$227K 5.21% 4
2022
Q3
$5.18M Sell
535,341
-157,970
-23% -$1.53M 5.98% 1
2022
Q2
$8.37M Sell
693,311
-50,000
-7% -$603K 7.61% 2
2022
Q1
$11.3M Buy
743,311
+368,831
+98% +$5.61M 8.23% 2
2021
Q4
$8.7M Buy
+374,480
New +$8.7M 4.66% 4