TW
Transform Wealth’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40,579
| Closed | -$5.62M | – | 218 |
|
|
2024
Q2 | $5.62M | Buy |
40,579
+2,315
| +6% | +$320K | 0.42% | 65 |
|
|
2024
Q1 | $7.98M | Buy |
38,264
+5,301
| +16% | +$1.11M | 0.76% | 50 |
|
|
2023
Q4 | $5.5M | Sell |
32,963
-2,855
| -8% | -$477K | 0.54% | 63 |
|
|
2023
Q3 | $4.46M | Buy |
+35,818
| New | +$4.46M | 0.47% | 70 |
|