Wealthspire Advisors (Maryland)’s D.R. Horton DHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,089
| Closed | -$393K | – | 503 |
|
|
2020
Q2 | $393K | Sell |
7,089
-846
| -11% | -$46.9K | 0.03% | 296 |
|
|
2020
Q1 | $270K | Buy |
7,935
+69
| +0.9% | +$2.35K | 0.02% | 322 |
|
|
2019
Q4 | $415K | Buy |
7,866
+1,635
| +26% | +$86.3K | 0.03% | 307 |
|
|
2019
Q3 | $328K | Buy |
+6,231
| New | +$328K | 0.02% | 328 |
|
|
2019
Q2 | – | Sell |
-1,830
| Closed | -$76K | – | 856 |
|
|
2019
Q1 | $76K | Buy |
1,830
+89
| +5% | +$3.7K | 0.01% | 739 |
|
|
2018
Q4 | $60K | Sell |
1,741
-45
| -3% | -$1.55K | 0.01% | 778 |
|
|
2018
Q3 | $75K | Buy |
1,786
+73
| +4% | +$3.07K | 0.01% | 805 |
|
|
2018
Q2 | $70K | Buy |
1,713
+196
| +13% | +$8.01K | 0.01% | 840 |
|
|
2018
Q1 | $67K | Sell |
1,517
-18
| -1% | -$795 | 0.01% | 874 |
|
|
2017
Q4 | $78K | Buy |
1,535
+226
| +17% | +$11.5K | 0.01% | 815 |
|
|
2017
Q3 | $52K | Buy |
1,309
+36
| +3% | +$1.43K | 0.01% | 967 |
|
|
2017
Q2 | $44K | Buy |
1,273
+83
| +7% | +$2.87K | 0.01% | 993 |
|
|
2017
Q1 | $40K | Buy |
1,190
+280
| +31% | +$9.41K | 0.01% | 857 |
|
|
2016
Q4 | $25K | Buy |
910
+64
| +8% | +$1.76K | ﹤0.01% | 956 |
|
|
2016
Q3 | $26K | Buy |
846
+36
| +4% | +$1.11K | ﹤0.01% | 983 |
|
|
2016
Q2 | $25K | Hold |
810
| – | – | ﹤0.01% | 922 |
|
|
2016
Q1 | $24K | Buy |
810
+16
| +2% | +$474 | ﹤0.01% | 899 |
|
|
2015
Q4 | $25K | Buy |
+794
| New | +$25K | ﹤0.01% | 903 |
|