AWM
Affinity Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-15,739
| Closed | -$386K | – | 78 |
|
|
2017
Q2 | $386K | Hold |
15,739
| – | – | 0.24% | 31 |
|
|
2017
Q1 | $371K | Buy |
15,739
+3,858
| +32% | +$90.9K | 0.21% | 34 |
|
|
2016
Q4 | $218K | Sell |
11,881
-2,133
| -15% | -$39.1K | 0.12% | 56 |
|
|
2016
Q3 | $281K | Buy |
+14,014
| New | +$281K | 0.18% | 41 |
|