BWM
BerganKDV Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-37
| Closed | -$2.16K | – | 1025 |
|
|
2023
Q1 | $2.16K | Hold |
37
| – | – | ﹤0.01% | 818 |
|
|
2022
Q4 | $1.69K | Sell |
37
-14
| -27% | -$638 | ﹤0.01% | 822 |
|
|
2022
Q3 | $2K | Sell |
51
-132
| -72% | -$5.18K | ﹤0.01% | 826 |
|
|
2022
Q2 | $7K | Hold |
183
| – | – | ﹤0.01% | 645 |
|
|
2022
Q1 | $8K | Sell |
183
-7
| -4% | -$306 | ﹤0.01% | 647 |
|
|
2021
Q4 | $11K | Hold |
190
| – | – | ﹤0.01% | 651 |
|
|
2021
Q3 | $9K | Hold |
190
| – | – | ﹤0.01% | 660 |
|
|
2021
Q2 | $10K | Hold |
190
| – | – | ﹤0.01% | 612 |
|
|
2021
Q1 | $10K | Hold |
190
| – | – | ﹤0.01% | 582 |
|
|
2020
Q4 | $8K | Buy |
190
+132
| +228% | +$5.56K | ﹤0.01% | 602 |
|
|
2020
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 654 |
|
|
2020
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 776 |
|
|
2020
Q1 | $1K | Hold |
58
| – | – | ﹤0.01% | 864 |
|
|
2019
Q4 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 790 |
|