CT
Coastline Trust’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.2K | Sell |
381
-9,922
| -96% | -$1.05M | ﹤0.01% | 281 |
|
|
2025
Q1 | $1.06M | Buy |
10,303
+706
| +7% | +$72.6K | 0.13% | 118 |
|
|
2024
Q4 | $1.05M | Sell |
9,597
-4,588
| -32% | -$500K | 0.12% | 127 |
|
|
2024
Q3 | $2.04M | Buy |
14,185
+504
| +4% | +$72.3K | 0.24% | 90 |
|
|
2024
Q2 | $1.51M | Buy |
+13,681
| New | +$1.51M | 0.18% | 111 |
|
|
2022
Q1 | – | Sell |
-6,475
| Closed | -$370K | – | 332 |
|
|
2021
Q4 | $370K | Buy |
+6,475
| New | +$370K | 0.04% | 270 |
|