BDO Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $15.8K | Buy |
203
+135
| +199% | +$10.5K | ﹤0.01% | 624 |
|
|
2023
Q1 | $3.96K | Hold |
68
| – | – | ﹤0.01% | 827 |
|
|
2022
Q4 | $3.1K | Hold |
68
| – | – | ﹤0.01% | 821 |
|
|
2022
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 889 |
|
|
2022
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 859 |
|
|
2022
Q1 | $3K | Hold |
68
| – | – | ﹤0.01% | 898 |
|
|
2021
Q4 | $4K | Buy |
68
+18
| +36% | +$1.06K | ﹤0.01% | 875 |
|
|
2021
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 954 |
|
|
2021
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 950 |
|
|
2021
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 945 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$13K | – | 648 |
|
|
2018
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 383 |
|
|
2018
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 441 |
|
|
2018
Q2 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 420 |
|