Frontier Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,669
| Closed | -$220K | – | 401 |
|
|
2018
Q2 | $220K | Sell |
7,669
-5,699
| -43% | -$163K | 0.03% | 341 |
|
|
2018
Q1 | $394K | Sell |
13,368
-4,316
| -24% | -$127K | 0.06% | 257 |
|
|
2017
Q4 | $588K | Buy |
17,684
+2,224
| +14% | +$73.9K | 0.09% | 190 |
|
|
2017
Q3 | $423K | Buy |
15,460
+5,227
| +51% | +$143K | 0.06% | 254 |
|
|
2017
Q2 | $251K | Buy |
+10,233
| New | +$251K | 0.04% | 328 |
|