BWA
Burt Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$43K | – | 282 |
|
|
2020
Q4 | $43K | Hold |
1,000
| – | – | 0.01% | 189 |
|
|
2020
Q3 | $46K | Hold |
1,000
| – | – | 0.02% | 182 |
|
|
2020
Q2 | $34K | Hold |
1,000
| – | – | 0.01% | 198 |
|
|
2020
Q1 | $22K | Hold |
1,000
| – | – | 0.01% | 220 |
|
|
2019
Q4 | $39K | Hold |
1,000
| – | – | 0.02% | 190 |
|
|
2019
Q3 | $37K | Hold |
1,000
| – | – | 0.02% | 194 |
|
|
2019
Q2 | $32K | Hold |
1,000
| – | – | 0.01% | 199 |
|
|
2019
Q1 | $28K | Hold |
1,000
| – | – | 0.01% | 209 |
|
|
2018
Q4 | $26K | Buy |
+1,000
| New | +$26K | 0.01% | 215 |
|