FDx Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,171
| Closed | -$312K | – | 201 |
|
|
2024
Q3 | $312K | Sell |
2,171
-627
| -22% | -$90.1K | 0.09% | 144 |
|
|
2024
Q2 | $308K | Sell |
2,798
-805
| -22% | -$88.6K | 0.09% | 139 |
|
|
2024
Q1 | $435K | Sell |
3,603
-1,342
| -27% | -$162K | 0.07% | 222 |
|
|
2023
Q4 | $510K | Sell |
4,945
-241
| -5% | -$24.9K | 0.04% | 390 |
|
|
2023
Q3 | $384K | Buy |
+5,186
| New | +$384K | 0.03% | 412 |
|
|
2022
Q4 | – | Sell |
-6,447
| Closed | -$242K | – | 784 |
|
|
2022
Q3 | $242K | Sell |
6,447
-109
| -2% | -$4.09K | 0.01% | 625 |
|
|
2022
Q2 | $260K | Buy |
+6,556
| New | +$260K | 0.01% | 681 |
|
|
2017
Q2 | – | Sell |
-13,908
| Closed | -$328K | – | 1230 |
|
|
2017
Q1 | $328K | Sell |
13,908
-6,943
| -33% | -$164K | 0.01% | 950 |
|
|
2016
Q4 | $383K | Sell |
20,851
-11,436
| -35% | -$210K | 0.01% | 870 |
|
|
2016
Q3 | $647K | Sell |
32,287
-1,732
| -5% | -$34.7K | 0.03% | 535 |
|
|
2016
Q2 | $663K | Buy |
34,019
+8,160
| +32% | +$159K | 0.03% | 494 |
|
|
2016
Q1 | $484K | Buy |
+25,859
| New | +$484K | 0.02% | 585 |
|