Financial Partners Capital Management’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 |
-221,101
| Closed | -$6.52M | – | 82 |
|
|
2018
Q1 | $6.52M | Sell |
221,101
-144,610
| -40% | -$4.26M | 1.97% | 27 |
|
|
2017
Q4 | $12.2M | Sell |
365,711
-47,956
| -12% | -$1.59M | 2.24% | 10 |
|
|
2017
Q3 | $11.3M | Sell |
413,667
-910
| -0.2% | -$24.9K | 2.16% | 12 |
|
|
2017
Q2 | $10.2M | Buy |
414,577
+1,337
| +0.3% | +$32.8K | 2.12% | 13 |
|
|
2017
Q1 | $9.73M | Sell |
413,240
-8,020
| -2% | -$189K | 2.13% | 15 |
|
|
2016
Q4 | $7.74M | Buy |
421,260
+300
| +0.1% | +$5.51K | 1.86% | 21 |
|
|
2016
Q3 | $8.08M | Sell |
420,960
-250
| -0.1% | -$4.8K | 2.05% | 21 |
|
|
2016
Q2 | $8.21M | Buy |
421,210
+126,380
| +43% | +$2.46M | 2.2% | 17 |
|
|
2016
Q1 | $5.52M | Buy |
294,830
+17,910
| +6% | +$335K | 1.37% | 31 |
|
|
2015
Q4 | $4.94M | Buy |
276,920
+11,585
| +4% | +$206K | 1.17% | 36 |
|
|
2015
Q3 | $5.01M | Buy |
+265,335
| New | +$5.01M | 1.26% | 34 |
|