Berman Capital Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $21K | Sell |
472
-61
| -11% | -$2.71K | ﹤0.01% | 970 |
|
|
2021
Q2 | $29K | Buy |
533
+138
| +35% | +$7.51K | ﹤0.01% | 778 |
|
|
2021
Q1 | $20K | Hold |
395
| – | – | ﹤0.01% | 798 |
|
|
2020
Q4 | $17K | Hold |
395
| – | – | ﹤0.01% | 722 |
|
|
2020
Q3 | $17K | Buy |
395
+24
| +6% | +$1.03K | ﹤0.01% | 643 |
|
|
2020
Q2 | $11K | Buy |
371
+34
| +10% | +$1.01K | ﹤0.01% | 732 |
|
|
2020
Q1 | $7K | Buy |
337
+226
| +204% | +$4.69K | ﹤0.01% | 792 |
|
|
2019
Q4 | $4K | Buy |
111
+1
| +0.9% | +$36 | ﹤0.01% | 1037 |
|
|
2019
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 1016 |
|
|
2019
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 1118 |
|
|
2019
Q1 | $3K | Hold |
110
| – | – | ﹤0.01% | 1018 |
|
|
2018
Q4 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 885 |
|