Concert Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,027
| Closed | -$222K | – | 358 |
|
|
2017
Q1 | $222K | Hold |
12,027
| – | – | 0.05% | 427 |
|
|
2016
Q4 | $222K | Sell |
12,027
-264
| -2% | -$4.87K | 0.05% | 431 |
|
|
2016
Q3 | $246K | Buy |
12,291
+399
| +3% | +$7.99K | 0.03% | 562 |
|
|
2016
Q2 | $233K | Buy |
11,892
+18
| +0.2% | +$353 | 0.03% | 552 |
|
|
2016
Q1 | $222K | Buy |
11,874
+561
| +5% | +$10.5K | 0.03% | 560 |
|
|
2015
Q4 | $204K | Sell |
11,313
-720
| -6% | -$13K | 0.03% | 587 |
|
|
2015
Q3 | $229K | Hold |
12,033
| – | – | 0.03% | 571 |
|
|
2015
Q2 | $241K | Sell |
12,033
-50
| -0.4% | -$1K | 0.03% | 576 |
|
|
2015
Q1 | $237K | Sell |
12,083
-290
| -2% | -$5.69K | 0.07% | 355 |
|
|
2014
Q4 | $262K | Buy |
12,373
+650
| +6% | +$13.8K | 0.04% | 500 |
|
|
2014
Q3 | $210K | Sell |
11,723
-100
| -0.8% | -$1.79K | 0.03% | 489 |
|
|
2014
Q2 | $234K | Sell |
11,823
-1,042
| -8% | -$20.6K | 0.03% | 478 |
|
|
2014
Q1 | $249K | Sell |
12,865
-1,500
| -10% | -$29K | 0.03% | 455 |
|
|
2013
Q4 | $290K | Sell |
14,365
-300
| -2% | -$6.06K | 0.04% | 389 |
|
|
2013
Q3 | $244K | Sell |
14,665
-5,079
| -26% | -$84.5K | 0.03% | 427 |
|
|
2013
Q2 | $378K | Buy |
+19,744
| New | +$378K | 0.06% | 285 |
|