Alpha Cubed Investments’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-38,117
| Closed | -$851K | – | 232 |
|
|
2020
Q1 | $851K | Buy |
+38,117
| New | +$851K | 0.1% | 88 |
|
|
2015
Q2 | – | Sell |
-10,600
| Closed | -$236K | – | 190 |
|
|
2015
Q1 | $236K | Sell |
10,600
-1,063
| -9% | -$23.7K | 0.07% | 159 |
|
|
2014
Q4 | $250K | Sell |
11,663
-2,200
| -16% | -$47.2K | 0.1% | 124 |
|
|
2014
Q3 | $245K | Sell |
13,863
-37,861
| -73% | -$669K | 0.12% | 128 |
|
|
2014
Q2 | $1.04M | Sell |
51,724
-2,302
| -4% | -$46.4K | 0.46% | 76 |
|
|
2014
Q1 | $1.04M | Buy |
54,026
+23,177
| +75% | +$445K | 0.54% | 66 |
|
|
2013
Q4 | $629K | Buy |
+30,849
| New | +$629K | 0.23% | 132 |
|