CIA
Cascade Investment Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,165
| Closed | -$843K | – | 116 |
|
|
2023
Q4 | $843K | Buy |
8,165
+125
| +2% | +$12.9K | 0.6% | 83 |
|
|
2023
Q3 | $595K | Buy |
8,040
+225
| +3% | +$16.7K | 0.47% | 90 |
|
|
2023
Q2 | $607K | Buy |
7,815
+60
| +0.8% | +$4.66K | 0.45% | 90 |
|
|
2023
Q1 | $452K | Sell |
7,755
-5
| -0.1% | -$291 | 0.36% | 87 |
|
|
2022
Q4 | $353K | Hold |
7,760
| – | – | 0.29% | 99 |
|
|
2022
Q3 | $310K | Buy |
+7,760
| New | +$310K | 0.27% | 96 |
|