BA
BKS Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,650
| Closed | -$277K | – | 237 |
|
|
2018
Q2 | $277K | Sell |
9,650
-107
| -1% | -$3.07K | 0.1% | 171 |
|
|
2018
Q1 | $288K | Buy |
9,757
+570
| +6% | +$16.8K | 0.11% | 163 |
|
|
2017
Q4 | $305K | Sell |
9,187
-183
| -2% | -$6.08K | 0.11% | 155 |
|
|
2017
Q3 | $256K | Sell |
9,370
-80
| -0.8% | -$2.19K | 0.1% | 165 |
|
|
2017
Q2 | $232K | Buy |
+9,450
| New | +$232K | 0.09% | 176 |
|
|
2016
Q3 | – | Sell |
-26,555
| Closed | -$518K | – | 241 |
|
|
2016
Q2 | $518K | Hold |
26,555
| – | – | 0.27% | 94 |
|
|
2016
Q1 | $497K | Sell |
26,555
-2,500
| -9% | -$46.8K | 0.26% | 94 |
|
|
2015
Q4 | $518K | Buy |
+29,055
| New | +$518K | 0.27% | 86 |
|