FinTrust Capital Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $67.7K | Sell |
472
-12
| -2% | -$1.53K | 0.01% | 505 |
|
|
2024
Q2 | $53.3K | Sell |
484
-102
| -17% | -$11.6K | 0.01% | 523 |
|
|
2024
Q1 | $70.7K | Sell |
586
-207
| -26% | -$22.2K | 0.01% | 444 |
|
|
2023
Q4 | $81.9K | Buy |
793
+270
| +52% | +$22.9K | 0.02% | 402 |
|
|
2023
Q3 | $38.7K | Sell |
523
-121
| -19% | -$9.65K | 0.01% | 510 |
|
|
2023
Q2 | $29.3K | Hold |
644
| – | – | 0.01% | 563 |
|
|
2023
Q1 | $29.3K | Hold |
644
| – | – | 0.01% | 562 |
|
|
2022
Q4 | $29.3K | Buy |
644
+138
| +27% | +$5.81K | 0.01% | 561 |
|
|
2022
Q3 | $20K | Sell |
506
-137
| -21% | -$5.76K | 0.01% | 723 |
|
|
2022
Q2 | $30K | Buy |
643
+197
| +44% | +$8.3K | 0.01% | 633 |
|
|
2022
Q1 | $19K | Hold |
446
| – | – | ﹤0.01% | 780 |
|
|
2021
Q4 | $25K | Hold |
446
| – | – | 0.01% | 685 |
|
|
2021
Q3 | $20K | Hold |
446
| – | – | 0.01% | 744 |
|
|
2021
Q2 | $24K | Hold |
446
| – | – | 0.01% | 718 |
|
|
2021
Q1 | $23K | Sell |
446
-129
| -22% | -$6.02K | 0.01% | 679 |
|
|
2020
Q4 | $25K | Sell |
575
-159
| -22% | -$7.04K | 0.01% | 626 |
|
|
2020
Q3 | $34 | Sell |
734
-286
| -28% | -$12.2K | 0.01% | 560 |
|
|
2020
Q2 | $35K | Sell |
1,020
-625
| -38% | -$18.8K | 0.01% | 544 |
|
|
2020
Q1 | $37K | Buy |
1,645
+862
| +110% | +$33.3K | 0.02% | 501 |
|
|
2019
Q4 | $30K | Buy |
+783
| New | +$30.4K | 0.01% | 559 |
|
|
2019
Q2 | – | Sell |
-46
| Closed | -$1K | – | 1207 |
|
|
2019
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 1208 |
|
|
2018
Q4 | $1K | Buy |
+46
| New | +$1.14K | ﹤0.01% | 1226 |
|
Other funds holding PHM
GA
