AFG
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Albion Financial Group’s Pultegroup PHM Stock Holding History

Albion Financial Group’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-10,242
Closed -$193K – 177
2015
Q3 		$193K Sell
10,242
-28
-0.3% -$570 0.03% 168
2015
Q2 		$207K Sell
10,270
-125
-1% -$2.54K 0.03% 165
2015
Q1 		$231K Hold
10,395
– – 0.04% 154
2014
Q4 		$223K Sell
10,395
-1,566
-13% -$31.2K 0.04% 159
2014
Q3 		$211K Sell
11,961
-610
-5% -$11.5K 0.04% 165
2014
Q2 		$253K Buy
12,571
+100
+0.8% +$1.92K 0.04% 161
2014
Q1 		$239K Buy
+12,471
New +$246K 0.04% 163
2013
Q4 		– Sell
-10,634
Closed -$175K – 183
2013
Q3 		$175K Hold
10,634
– – 0.04% 160
2013
Q2 		$202K Buy
+10,634
New +$221K 0.04% 144

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BFA
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JP Morgan Chase
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BIT
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PI
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CLM
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