FGAM
Financial Gravity Asset Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-105
| Closed | -$12.8K | – | 2223 |
|
|
2024
Q1 | $12.8K | Buy |
105
+81
| +338% | +$9.84K | ﹤0.01% | 664 |
|
|
2023
Q4 | $1.92K | Buy |
24
+12
| +100% | +$961 | ﹤0.01% | 987 |
|
|
2023
Q3 | $790 | Sell |
12
-66
| -85% | -$4.35K | ﹤0.01% | 779 |
|
|
2023
Q2 | $10.1K | Buy |
78
+20
| +34% | +$2.58K | 0.03% | 337 |
|
|
2023
Q1 | $485 | Buy |
58
+12
| +26% | +$100 | 0.01% | 451 |
|
|
2022
Q4 | $9K | Sell |
46
-372
| -89% | -$72.8K | 0.05% | 280 |
|
|
2022
Q3 | $342 | Sell |
418
-22
| -5% | -$18 | 0.01% | 452 |
|
|
2022
Q2 | $360 | Buy |
440
+20
| +5% | +$16 | 0.01% | 434 |
|
|
2022
Q1 | $380 | Sell |
420
-1,518
| -78% | -$1.37K | 0.01% | 451 |
|
|
2021
Q4 | $11.3K | Buy |
1,938
+1,736
| +859% | +$10.1K | 0.26% | 101 |
|
|
2021
Q3 | $46K | Sell |
202
-1
| -0.5% | -$228 | 0.02% | 599 |
|
|
2021
Q2 | $55K | Sell |
203
-28
| -12% | -$7.59K | 0.02% | 536 |
|
|
2021
Q1 | $12.1K | Buy |
231
+164
| +245% | +$8.6K | 0.25% | 51 |
|
|
2020
Q4 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 283 |
|
|
2020
Q2 | – | Sell |
-402
| Closed | -$8.97K | – | 656 |
|
|
2020
Q1 | $8.97K | Buy |
402
+399
| +13,300% | +$8.9K | 0.03% | 231 |
|
|
2019
Q4 | $39K | Sell |
3
-11
| -79% | -$143K | 0.03% | 757 |
|
|
2019
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1085 |
|
|
2019
Q2 | $0 | Sell |
14
-24
| -63% | – | ﹤0.01% | 1573 |
|
|
2019
Q1 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1161 |
|
|
2018
Q3 | $16K | Buy |
683
+118
| +21% | +$2.76K | 0.02% | 501 |
|
|
2018
Q2 | $16K | Buy |
565
+488
| +634% | +$13.8K | 0.02% | 504 |
|
|
2018
Q1 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 991 |
|