Balasa Dinverno & Foltz’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-31,779
| Closed | -$709K | – | 263 |
|
|
2020
Q1 | $709K | Buy |
31,779
+7,760
| +32% | +$173K | 0.09% | 104 |
|
|
2019
Q4 | $932K | Buy |
24,019
+4,694
| +24% | +$182K | 0.1% | 102 |
|
|
2019
Q3 | $706K | Sell |
19,325
-4,286
| -18% | -$157K | 0.08% | 115 |
|
|
2019
Q2 | $747K | Buy |
+23,611
| New | +$747K | 0.09% | 108 |
|