APWA
Atlas Private Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,137
| Closed | -$279K | – | 136 |
|
|
2022
Q4 | $279K | Hold |
6,137
| – | – | 0.15% | 105 |
|
|
2022
Q3 | $230K | Hold |
6,137
| – | – | 0.14% | 116 |
|
|
2022
Q2 | $243K | Hold |
6,137
| – | – | 0.15% | 114 |
|
|
2022
Q1 | $257K | Buy |
6,137
+449
| +8% | +$18.8K | 0.11% | 114 |
|
|
2021
Q4 | $325K | Hold |
5,688
| – | – | 0.15% | 113 |
|
|
2021
Q3 | $261K | Hold |
5,688
| – | – | 0.14% | 118 |
|
|
2021
Q2 | $310K | Buy |
5,688
+1,127
| +25% | +$61.4K | 0.17% | 98 |
|
|
2021
Q1 | $239K | Buy |
4,561
+86
| +2% | +$4.51K | 0.13% | 103 |
|
|
2020
Q4 | $193K | Sell |
4,475
-577
| -11% | -$24.9K | 0.13% | 107 |
|
|
2020
Q3 | $234K | Sell |
5,052
-560
| -10% | -$25.9K | 0.2% | 90 |
|
|
2020
Q2 | $191K | Buy |
+5,612
| New | +$191K | 0.17% | 112 |
|