First Allied Advisory Services’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$304K Sell
6,573
-1,410
-18% -$65.2K 0.01% 892
2020
Q2
$272K Buy
+7,983
New +$272K 0.01% 878
2020
Q1
Sell
-11,123
Closed -$430K 1188
2019
Q4
$430K Sell
11,123
-7,359
-40% -$284K 0.01% 773
2019
Q3
$676K Sell
18,482
-2,589
-12% -$94.7K 0.02% 587
2019
Q2
$666K Sell
21,071
-4,769
-18% -$151K 0.02% 589
2019
Q1
$723K Sell
25,840
-3,986
-13% -$112K 0.02% 546
2018
Q4
$779K Sell
29,826
-1,591
-5% -$41.6K 0.03% 476
2018
Q3
$788K Buy
31,417
+21,778
+226% +$546K 0.03% 554
2018
Q2
$282K Buy
9,639
+1,361
+16% +$39.8K 0.01% 902
2018
Q1
$252K Buy
8,278
+616
+8% +$18.8K 0.01% 946
2017
Q4
$256K Buy
+7,662
New +$256K 0.01% 949