Vision Capital’s Builders FirstSource BLDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-244,375	Closed	-$12.6M	–	9
2021 Q3	$12.6M	Sell	244,375 -302,595	-55%	-$15.7M	0.83%	6
2021 Q2	$23.3M	Buy	546,970 +271,099	+98%	+$11.6M	3.69%	4
2021 Q1	$12.8M	Buy	+275,871	New	+$12.8M	2.31%	10