CastleKeep Investment Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,998
| Closed | -$1.15M | – | 108 |
|
|
2024
Q3 | $1.15M | Buy |
7,998
+94
| +1% | +$13.5K | 0.78% | 51 |
|
|
2024
Q2 | $870K | Buy |
7,904
+181
| +2% | +$19.9K | 0.67% | 74 |
|
|
2024
Q1 | $932K | Sell |
7,723
-2,752
| -26% | -$332K | 0.67% | 53 |
|
|
2023
Q4 | $1.08M | Buy |
+10,475
| New | +$1.08M | 0.77% | 49 |
|