Evoke Wealth’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$4K | – | 918 |
|
|
2022
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 934 |
|
|
2022
Q2 | $4K | Sell |
100
-54
| -35% | -$2.16K | ﹤0.01% | 945 |
|
|
2022
Q1 | $6K | Buy |
154
+65
| +73% | +$2.53K | ﹤0.01% | 871 |
|
|
2021
Q4 | $5K | Hold |
89
| – | – | ﹤0.01% | 903 |
|
|
2021
Q3 | $4K | Hold |
89
| – | – | ﹤0.01% | 901 |
|
|
2021
Q2 | $5K | Sell |
89
-20
| -18% | -$1.12K | ﹤0.01% | 885 |
|
|
2021
Q1 | $6K | Hold |
109
| – | – | ﹤0.01% | 809 |
|
|
2020
Q4 | $5K | Hold |
109
| – | – | ﹤0.01% | 724 |
|
|
2020
Q3 | $5K | Hold |
109
| – | – | ﹤0.01% | 677 |
|
|
2020
Q2 | $4K | Buy |
109
+33
| +43% | +$1.21K | ﹤0.01% | 739 |
|
|
2020
Q1 | $1.71K | Sell |
76
-143
| -65% | -$3.21K | ﹤0.01% | 832 |
|
|
2019
Q4 | $8.52K | Buy |
219
+3
| +1% | +$117 | ﹤0.01% | 791 |
|
|
2019
Q3 | $7.92K | Buy |
+216
| New | +$7.92K | ﹤0.01% | 880 |
|