American Trust’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,051
| Closed | -$237K | – | 378 |
|
|
2023
Q2 | $237K | Sell |
3,051
-1,157
| -27% | -$89.9K | 0.02% | 354 |
|
|
2023
Q1 | $245K | Sell |
4,208
-770
| -15% | -$44.9K | 0.02% | 356 |
|
|
2022
Q4 | $227K | Buy |
+4,978
| New | +$227K | 0.02% | 376 |
|
|
2022
Q3 | – | Sell |
-5,277
| Closed | -$209K | – | 459 |
|
|
2022
Q2 | $209K | Sell |
5,277
-468
| -8% | -$18.5K | 0.02% | 414 |
|
|
2022
Q1 | $241K | Sell |
5,745
-187
| -3% | -$7.85K | 0.02% | 408 |
|
|
2021
Q4 | $339K | Buy |
+5,932
| New | +$339K | 0.03% | 215 |
|