Concert Wealth Management’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$222K Hold
2016
Q4
$222K Sell
2016
Q3
$246K Buy
2016
Q2
$233K Buy
2016
Q1
$222K Buy
2015
Q4
$204K Sell
2015
Q3
$229K Hold
2015
Q2
$241K Sell
2015
Q1
$237K Sell
2014
Q4
$262K Buy
2014
Q3
$210K Sell
2014
Q2
$234K Sell
2014
Q1
$249K Sell
2013
Q4
$290K Sell
2013
Q3
$244K Sell
2013
Q2
$378K Buy