Financial Architects (New Jersey)’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,200
| Closed | -$35K | – | 1393 |
|
|
2018
Q1 | $35K | Sell |
1,200
-249
| -17% | -$7.26K | 0.01% | 632 |
|
|
2017
Q4 | $48K | Buy |
1,449
+400
| +38% | +$13.3K | 0.01% | 618 |
|
|
2017
Q3 | $29K | Hold |
1,049
| – | – | 0.01% | 775 |
|
|
2017
Q2 | $26K | Buy |
1,049
+649
| +162% | +$16.1K | ﹤0.01% | 790 |
|
|
2017
Q1 | $9K | Buy |
+400
| New | +$9K | ﹤0.01% | 1061 |
|
|
2015
Q3 | – | Sell |
-40
| Closed | -$1K | – | 700 |
|
|
2015
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1135 |
|
|
2015
Q1 | – | Sell |
-136
| Closed | -$3K | – | 992 |
|
|
2014
Q4 | $3K | Buy |
136
+36
| +36% | +$794 | ﹤0.01% | 883 |
|
|
2014
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 811 |
|
|
2014
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 822 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$2K | – | 442 |
|
|
2013
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 692 |
|
|
2013
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 605 |
|