Burke & Herbert Bank & Trust’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,292
| Closed | -$219K | – | 138 |
|
|
2017
Q1 | $219K | Sell |
9,292
-4,500
| -33% | -$106K | 0.2% | 127 |
|
|
2016
Q4 | $254K | Hold |
13,792
| – | – | 0.23% | 114 |
|
|
2016
Q3 | $276K | Buy |
13,792
+1,557
| +13% | +$31.2K | 0.25% | 106 |
|
|
2016
Q2 | $239K | Hold |
12,235
| – | – | 0.22% | 107 |
|
|
2016
Q1 | $229K | Buy |
+12,235
| New | +$229K | 0.22% | 105 |
|