AIFAIM
American Institute for Advanced Investment Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,290
| Closed | -$329K | – | 139 |
|
|
2024
Q3 | $329K | Buy |
2,290
+315
| +16% | +$45.2K | 0.24% | 105 |
|
|
2024
Q2 | $217K | Hold |
1,975
| – | – | 0.17% | 128 |
|
|
2024
Q1 | $238K | Hold |
1,975
| – | – | 0.19% | 120 |
|
|
2023
Q4 | $204K | Buy |
+1,975
| New | +$204K | 0.18% | 118 |
|