Gideon Capital Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-25,418
| Closed | -$929K | – | 364 |
|
|
2019
Q3 | $929K | Buy |
+25,418
| New | +$929K | 0.3% | 113 |
|
|
2018
Q1 | – | Sell |
-26,946
| Closed | -$896K | – | 438 |
|
|
2017
Q4 | $896K | Buy |
26,946
+16,130
| +149% | +$536K | 0.79% | 15 |
|
|
2017
Q3 | $296K | Sell |
10,816
-6,715
| -38% | -$184K | 0.29% | 146 |
|
|
2017
Q2 | $430K | Buy |
17,531
+5,396
| +44% | +$132K | 0.47% | 73 |
|
|
2017
Q1 | $286K | Sell |
12,135
-25,197
| -67% | -$594K | 0.17% | 262 |
|
|
2016
Q4 | $687K | Buy |
+37,332
| New | +$687K | 0.44% | 34 |
|
|
2015
Q3 | – | Sell |
-43,461
| Closed | -$876K | – | 301 |
|
|
2015
Q2 | $876K | Sell |
43,461
-84,571
| -66% | -$1.7M | 0.36% | 100 |
|
|
2015
Q1 | $2.85M | Buy |
+128,032
| New | +$2.85M | 1.15% | 14 |
|
|
2014
Q3 | – | Sell |
-27,783
| Closed | -$560K | – | 344 |
|
|
2014
Q2 | $560K | Buy |
+27,783
| New | +$560K | 0.2% | 153 |
|
|
2014
Q1 | – | Sell |
-13,396
| Closed | -$273K | – | 273 |
|
|
2013
Q4 | $273K | Buy |
+13,396
| New | +$273K | 0.16% | 149 |
|