AUA Capital Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,250
| Closed | -$56.9K | – | 269 |
|
|
2022
Q4 | $56.9K | Hold |
1,250
| – | – | 0.04% | 133 |
|
|
2022
Q3 | $47K | Hold |
1,250
| – | – | 0.03% | 135 |
|
|
2022
Q2 | $50K | Hold |
1,250
| – | – | 0.03% | 141 |
|
|
2022
Q1 | $52K | Hold |
1,250
| – | – | 0.03% | 143 |
|
|
2021
Q4 | $71K | Hold |
1,250
| – | – | 0.04% | 126 |
|
|
2021
Q3 | $57K | Hold |
1,250
| – | – | 0.04% | 130 |
|
|
2021
Q2 | $68K | Hold |
1,250
| – | – | 0.04% | 125 |
|
|
2021
Q1 | $66K | Hold |
1,250
| – | – | 0.04% | 123 |
|
|
2020
Q4 | $54K | Hold |
1,250
| – | – | 0.04% | 127 |
|
|
2020
Q3 | $58K | Buy |
+1,250
| New | +$58K | 0.05% | 120 |
|
|
2020
Q2 | – | Sell |
-1,250
| Closed | -$28K | – | 181 |
|
|
2020
Q1 | $28K | Hold |
1,250
| – | – | 0.03% | 124 |
|
|
2019
Q4 | $49K | Hold |
1,250
| – | – | 0.04% | 119 |
|
|
2019
Q3 | $46K | Hold |
1,250
| – | – | 0.04% | 122 |
|
|
2019
Q2 | $40K | Hold |
1,250
| – | – | 0.03% | 124 |
|
|
2019
Q1 | $35K | Hold |
1,250
| – | – | 0.03% | 125 |
|
|
2018
Q4 | $32K | Hold |
1,250
| – | – | 0.03% | 124 |
|
|
2018
Q3 | $31K | Hold |
1,250
| – | – | 0.02% | 130 |
|
|
2018
Q2 | $36K | Hold |
1,250
| – | – | 0.03% | 127 |
|
|
2018
Q1 | $37K | Sell |
1,250
-350
| -22% | -$10.4K | 0.03% | 131 |
|
|
2017
Q4 | $53K | Hold |
1,600
| – | – | 0.05% | 123 |
|
|
2017
Q3 | $44K | Hold |
1,600
| – | – | 0.04% | 123 |
|
|
2017
Q2 | $39K | Buy |
+1,600
| New | +$39K | 0.04% | 129 |
|