WWM
Whalen Wealth Management’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,887
| Closed | -$947K | – | 145 |
|
|
2024
Q3 | $947K | Buy |
4,887
+295
| +6% | +$57.2K | 0.67% | 32 |
|
|
2024
Q2 | $636K | Buy |
4,592
+2,452
| +115% | +$339K | 0.5% | 44 |
|
|
2024
Q1 | $446K | Sell |
2,140
-2,274
| -52% | -$474K | 0.33% | 56 |
|
|
2023
Q4 | $737K | Buy |
+4,414
| New | +$737K | 0.66% | 34 |
|