First Trust Direct Indexing’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.2M Sell
2024
Q2
$945K Buy
2024
Q1
$905K Buy
2023
Q4
$759K Sell
2023
Q3
$558K Sell
2023
Q2
$585K Buy
2023
Q1
$398K Buy
2022
Q4
$292K Buy
2022
Q3
$231K Buy
2022
Q2
$233K Buy
2022
Q1
$216K Buy
2021
Q1
Sell
2020
Q4
$8K Buy