CWM
Catamount Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-73,801
| Closed | -$2.45M | – | 195 |
|
|
2017
Q4 | $2.45M | Sell |
73,801
-4,700
| -6% | -$156K | 1.37% | 22 |
|
|
2017
Q3 | $2.15M | Buy |
78,501
+2,101
| +3% | +$57.4K | 1.25% | 24 |
|
|
2017
Q2 | $1.87M | Buy |
76,400
+8,150
| +12% | +$200K | 1.14% | 24 |
|
|
2017
Q1 | $1.61M | Buy |
+68,250
| New | +$1.61M | 1.1% | 21 |
|