EWM
Evercore Wealth Management’s Pultegroup PHM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-241
| Closed | -$5K | – | 1077 |
|
2016
Q3 | $5K | Hold |
241
| – | – | ﹤0.01% | 937 |
|
2016
Q2 | $5K | Buy |
+241
| New | +$5K | ﹤0.01% | 923 |
|
2015
Q2 | – | Sell |
-108
| Closed | -$2K | – | 1085 |
|
2015
Q1 | $2K | Buy |
+108
| New | +$2K | ﹤0.01% | 964 |
|
2014
Q2 | – | Sell |
-85
| Closed | -$2K | – | 1028 |
|
2014
Q1 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 889 |
|
2013
Q4 | – | Sell |
-132
| Closed | -$2K | – | 958 |
|
2013
Q3 | $2K | Sell |
132
-478
| -78% | -$7.24K | ﹤0.01% | 963 |
|
2013
Q2 | $12K | Buy |
+610
| New | +$12K | ﹤0.01% | 709 |
|