Chase Investment Counsel’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-90,858
| Closed | -$2.61M | – | 104 |
|
|
2018
Q2 | $2.61M | Sell |
90,858
-5,997
| -6% | -$172K | 1.4% | 32 |
|
|
2018
Q1 | $2.86M | Sell |
96,855
-42,324
| -30% | -$1.25M | 1.48% | 32 |
|
|
2017
Q4 | $4.63M | Sell |
139,179
-5,300
| -4% | -$176K | 2.44% | 13 |
|
|
2017
Q3 | $3.95M | Sell |
144,479
-32,470
| -18% | -$887K | 2.07% | 20 |
|
|
2017
Q2 | $4.34M | Buy |
176,949
+137,669
| +350% | +$3.38M | 2.11% | 21 |
|
|
2017
Q1 | $925K | Buy |
+39,280
| New | +$925K | 0.44% | 56 |
|