FA
Fortis Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-75
| Closed | -$3K | – | 311 |
|
|
2022
Q1 | $3K | Sell |
75
-2,172
| -97% | -$86.9K | ﹤0.01% | 269 |
|
|
2021
Q4 | $128K | Buy |
2,247
+75
| +3% | +$4.27K | 0.07% | 120 |
|
|
2021
Q3 | $100K | Hold |
2,172
| – | – | 0.06% | 136 |
|
|
2021
Q2 | $119K | Hold |
2,172
| – | – | 0.07% | 127 |
|
|
2021
Q1 | $114K | Hold |
2,172
| – | – | 0.08% | 95 |
|
|
2020
Q4 | $94K | Hold |
2,172
| – | – | 0.08% | 85 |
|
|
2020
Q3 | $101K | Sell |
2,172
-172
| -7% | -$8K | 0.09% | 76 |
|
|
2020
Q2 | $80K | Sell |
2,344
-7,451
| -76% | -$254K | 0.08% | 93 |
|
|
2020
Q1 | $219K | Sell |
9,795
-367
| -4% | -$8.21K | 0.15% | 69 |
|
|
2019
Q4 | $394K | Hold |
10,162
| – | – | 0.24% | 56 |
|
|
2019
Q3 | $371K | Sell |
10,162
-175
| -2% | -$6.39K | 0.17% | 57 |
|
|
2019
Q2 | $327K | Hold |
10,337
| – | – | 0.16% | 64 |
|
|
2019
Q1 | $289K | Buy |
10,337
+1,641
| +19% | +$45.9K | 0.15% | 65 |
|
|
2018
Q4 | $226K | Buy |
+8,696
| New | +$226K | 0.14% | 68 |
|