Baystate Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $33K | Sell |
319
-171
| -35% | -$17.7K | ﹤0.01% | 455 |
|
|
2023
Q3 | $36.3K | Buy |
490
+319
| +187% | +$23.7K | ﹤0.01% | 383 |
|
|
2023
Q2 | $13.3K | Buy |
171
+1
| +0.6% | +$78 | ﹤0.01% | 521 |
|
|
2023
Q1 | $9.95K | Hold |
170
| – | – | ﹤0.01% | 568 |
|
|
2022
Q4 | $8K | Buy |
170
+1
| +0.6% | +$47 | ﹤0.01% | 626 |
|
|
2022
Q3 | $6K | Buy |
169
+1
| +0.6% | +$36 | ﹤0.01% | 624 |
|
|
2022
Q2 | $7K | Hold |
168
| – | – | ﹤0.01% | 628 |
|
|
2022
Q1 | $7K | Buy |
168
+1
| +0.6% | +$42 | ﹤0.01% | 626 |
|
|
2021
Q4 | $10K | Hold |
167
| – | – | ﹤0.01% | 580 |
|
|
2021
Q3 | $8K | Buy |
167
+1
| +0.6% | +$48 | ﹤0.01% | 547 |
|
|
2021
Q2 | $9K | Hold |
166
| – | – | ﹤0.01% | 514 |
|
|
2021
Q1 | $9K | Buy |
166
+1
| +0.6% | +$54 | ﹤0.01% | 467 |
|
|
2020
Q4 | $7K | Sell |
165
-34
| -17% | -$1.44K | ﹤0.01% | 462 |
|
|
2020
Q3 | $9K | Buy |
199
+1
| +0.5% | +$45 | ﹤0.01% | 411 |
|
|
2020
Q2 | $7K | Buy |
198
+1
| +0.5% | +$35 | ﹤0.01% | 423 |
|
|
2020
Q1 | $4K | Buy |
197
+34
| +21% | +$690 | ﹤0.01% | 454 |
|
|
2019
Q4 | $6K | Hold |
163
| – | – | ﹤0.01% | 445 |
|
|
2019
Q3 | $6K | Buy |
163
+1
| +0.6% | +$37 | ﹤0.01% | 403 |
|
|
2019
Q2 | $5K | Hold |
162
| – | – | ﹤0.01% | 437 |
|
|
2019
Q1 | $5K | Buy |
162
+1
| +0.6% | +$31 | ﹤0.01% | 440 |
|
|
2018
Q4 | $4K | Hold |
161
| – | – | ﹤0.01% | 465 |
|
|
2018
Q3 | $4K | Hold |
161
| – | – | ﹤0.01% | 472 |
|
|
2018
Q2 | $5K | Buy |
161
+1
| +0.6% | +$31 | ﹤0.01% | 455 |
|
|
2018
Q1 | $5K | Hold |
160
| – | – | ﹤0.01% | 429 |
|
|
2017
Q4 | $6K | Hold |
160
| – | – | ﹤0.01% | 419 |
|
|
2017
Q3 | $4K | Sell |
160
-1
| -0.6% | -$25 | ﹤0.01% | 442 |
|
|
2017
Q2 | $4K | Buy |
161
+1
| +0.6% | +$25 | ﹤0.01% | 436 |
|
|
2017
Q1 | $4K | Buy |
+160
| New | +$4K | ﹤0.01% | 408 |
|