EWA
Evolution Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,743
| Closed | -$394K | – | 148 |
|
|
2024
Q3 | $394K | Hold |
2,743
| – | – | 0.07% | 92 |
|
|
2024
Q2 | $302K | Hold |
2,743
| – | – | 0.06% | 101 |
|
|
2024
Q1 | $331K | Hold |
2,743
| – | – | 0.06% | 95 |
|
|
2023
Q4 | $283K | Sell |
2,743
-1,965
| -42% | -$203K | 0.06% | 100 |
|
|
2023
Q3 | $349K | Hold |
4,708
| – | – | 0.08% | 89 |
|
|
2023
Q2 | $366K | Hold |
4,708
| – | – | 0.08% | 83 |
|
|
2023
Q1 | $274K | Buy |
4,708
+208
| +5% | +$12.1K | 0.07% | 99 |
|
|
2022
Q4 | $205K | Buy |
+4,500
| New | +$205K | 0.05% | 116 |
|
|
2022
Q1 | – | Sell |
-4,708
| Closed | -$269 | – | 142 |
|
|
2021
Q4 | $269 | Hold |
4,708
| – | – | 0.04% | 103 |
|
|
2021
Q3 | $216K | Hold |
4,708
| – | – | 0.05% | 104 |
|
|
2021
Q2 | $257K | Hold |
4,708
| – | – | 0.05% | 97 |
|
|
2021
Q1 | $247K | Hold |
4,708
| – | – | 0.06% | 93 |
|
|
2020
Q4 | $203K | Hold |
4,708
| – | – | 0.05% | 101 |
|
|
2020
Q3 | $218K | Hold |
4,708
| – | – | 0.06% | 93 |
|
|
2020
Q2 | $160K | Buy |
4,708
+208
| +5% | +$7.07K | 0.05% | 90 |
|
|
2020
Q1 | $101K | Hold |
4,500
| – | – | 0.04% | 88 |
|
|
2019
Q4 | $175K | Hold |
4,500
| – | – | 0.04% | 84 |
|
|
2019
Q3 | $164K | Hold |
4,500
| – | – | 0.08% | 34 |
|
|
2019
Q2 | $143K | Hold |
4,500
| – | – | 0.06% | 53 |
|
|
2019
Q1 | $126K | Hold |
4,500
| – | – | 0.06% | 55 |
|
|
2018
Q4 | $117K | Buy |
+4,500
| New | +$117K | 0.05% | 73 |
|