ACG Wealth’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 797 |
|
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1037 |
|
|
2014
Q3 | – | Sell |
-208,531
| Closed | -$4.2M | – | 206 |
|
|
2014
Q2 | $4.2M | Buy |
208,531
+107,701
| +107% | +$2.17M | 0.79% | 48 |
|
|
2014
Q1 | $1.94M | Sell |
100,830
-42,408
| -30% | -$814K | 0.57% | 54 |
|
|
2013
Q4 | $2.92M | Buy |
143,238
+65,638
| +85% | +$1.34M | 0.75% | 48 |
|
|
2013
Q3 | $1.28M | Sell |
77,600
-4,150
| -5% | -$68.5K | 0.53% | 57 |
|
|
2013
Q2 | $1.55M | Buy |
+81,750
| New | +$1.55M | 0.61% | 53 |
|