Brown Advisory’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-6,504
| Closed | -$252K | – | 1014 |
|
2019
Q4 | $252K | Hold |
6,504
| – | – | ﹤0.01% | 925 |
|
2019
Q3 | $238K | Hold |
6,504
| – | – | ﹤0.01% | 907 |
|
2019
Q2 | $206K | Buy |
+6,504
| New | +$206K | ﹤0.01% | 974 |
|
2018
Q3 | – | Sell |
-19,189
| Closed | -$552K | – | 1366 |
|
2018
Q2 | $552K | Buy |
19,189
+99
| +0.5% | +$2.85K | ﹤0.01% | 953 |
|
2018
Q1 | $563K | Sell |
19,090
-1,114
| -6% | -$32.9K | ﹤0.01% | 802 |
|
2017
Q4 | $671K | Buy |
20,204
+7,103
| +54% | +$236K | ﹤0.01% | 790 |
|
2017
Q3 | $358K | Buy |
13,101
+167
| +1% | +$4.56K | ﹤0.01% | 955 |
|
2017
Q2 | $317K | Buy |
+12,934
| New | +$317K | ﹤0.01% | 1000 |
|