AOWM
Alpha Omega Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-271
| Closed | -$9K | – | 460 |
|
|
2019
Q2 | $9K | Buy |
271
+71
| +36% | +$2.36K | ﹤0.01% | 456 |
|
|
2019
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 470 |
|
|
2018
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 416 |
|
|
2018
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 430 |
|
|
2018
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 422 |
|
|
2018
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 392 |
|
|
2017
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 369 |
|
|
2017
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 400 |
|
|
2017
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 388 |
|