BIM
Beach Investment Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,800
| Closed | -$341K | – | 39 |
|
|
2019
Q4 | $341K | Hold |
8,800
| – | – | 0.67% | 35 |
|
|
2019
Q3 | $322K | Sell |
8,800
-4,180
| -32% | -$153K | 0.72% | 31 |
|
|
2019
Q2 | $410K | Hold |
12,980
| – | – | 0.67% | 37 |
|
|
2019
Q1 | $363K | Buy |
+12,980
| New | +$363K | 0.65% | 34 |
|