FWM
Focused Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,600
| Closed | -$149K | – | 1023 |
|
|
2021
Q4 | $149K | Hold |
2,600
| – | – | 0.02% | 226 |
|
|
2021
Q3 | $119K | Hold |
2,600
| – | – | 0.02% | 260 |
|
|
2021
Q2 | $142K | Hold |
2,600
| – | – | 0.02% | 238 |
|
|
2021
Q1 | $136K | Hold |
2,600
| – | – | 0.02% | 228 |
|
|
2020
Q4 | $112K | Sell |
2,600
-500
| -16% | -$21.5K | 0.02% | 236 |
|
|
2020
Q3 | $143K | Sell |
3,100
-500
| -14% | -$23.1K | 0.03% | 172 |
|
|
2020
Q2 | $123K | Hold |
3,600
| – | – | 0.03% | 189 |
|
|
2020
Q1 | $80K | Sell |
3,600
-400
| -10% | -$8.89K | 0.02% | 234 |
|
|
2019
Q4 | $155K | Hold |
4,000
| – | – | 0.04% | 192 |
|
|
2019
Q3 | $146K | Hold |
4,000
| – | – | 0.04% | 186 |
|
|
2019
Q2 | $126K | Hold |
4,000
| – | – | 0.03% | 210 |
|
|
2019
Q1 | $112K | Hold |
4,000
| – | – | 0.03% | 205 |
|
|
2018
Q4 | $104K | Buy |
4,000
+600
| +18% | +$15.6K | 0.04% | 222 |
|
|
2018
Q3 | $84K | Hold |
3,400
| – | – | 0.03% | 244 |
|
|
2018
Q2 | $98K | Hold |
3,400
| – | – | 0.03% | 226 |
|
|
2018
Q1 | $100K | Hold |
3,400
| – | – | 0.03% | 236 |
|
|
2017
Q4 | $113K | Buy |
+3,400
| New | +$113K | 0.04% | 219 |
|