CP
Castleview Partners’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-314
| Closed | -$45.1K | – | 611 |
|
|
2024
Q3 | $45.1K | Sell |
314
-234
| -43% | -$33.6K | 0.03% | 336 |
|
|
2024
Q2 | $60.3K | Sell |
548
-3
| -0.5% | -$330 | 0.03% | 316 |
|
|
2024
Q1 | $66.5K | Hold |
551
| – | – | 0.04% | 306 |
|
|
2023
Q4 | $56.9K | Sell |
551
-143
| -21% | -$14.8K | 0.04% | 279 |
|
|
2023
Q3 | $51.4K | Hold |
694
| – | – | 0.05% | 250 |
|
|
2023
Q2 | $53.9K | Hold |
694
| – | – | 0.05% | 246 |
|
|
2023
Q1 | $40.4K | Sell |
694
-408
| -37% | -$23.8K | 0.04% | 284 |
|
|
2022
Q4 | $50.2K | Hold |
1,102
| – | – | 0.05% | 230 |
|
|
2022
Q3 | $41K | Buy |
1,102
+1,098
| +27,450% | +$40.9K | 0.04% | 274 |
|
|
2022
Q2 | $12 | Sell |
4
-1,666
| -100% | -$5K | ﹤0.01% | 758 |
|
|
2022
Q1 | $69K | Sell |
1,670
-93,787
| -98% | -$3.88M | 0.04% | 311 |
|
|
2021
Q4 | $1.67K | Buy |
+95,457
| New | +$1.67K | 0.01% | 305 |
|
|
2021
Q2 | $99K | Buy |
+1,806
| New | +$99K | 0.04% | 286 |
|
|
2018
Q1 | $289K | Buy |
+9,802
| New | +$289K | 0.24% | 86 |
|