FineMark National Bank & Trust’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-200
| Closed | -$4K | – | 827 |
|
|
2016
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 1091 |
|
|
2016
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 1091 |
|
|
2016
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 1112 |
|
|
2016
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 1062 |
|
|
2015
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 1083 |
|
|
2015
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 1132 |
|
|
2015
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 1152 |
|
|
2015
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 1164 |
|
|
2014
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 1192 |
|
|
2014
Q3 | $4K | Sell |
200
-970
| -83% | -$19.4K | ﹤0.01% | 1176 |
|
|
2014
Q2 | $24K | Hold |
1,170
| – | – | ﹤0.01% | 857 |
|
|
2014
Q1 | $22K | Buy |
1,170
+970
| +485% | +$18.2K | ﹤0.01% | 861 |
|
|
2013
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 1206 |
|
|
2013
Q3 | $3K | Buy |
200
+102
| +104% | +$1.53K | ﹤0.01% | 1202 |
|
|
2013
Q2 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 1266 |
|