Gradient Investments’s Pultegroup PHM Stock Holding History

Gradient Investments’s Portfolio PHM Stock Details PHM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000	Closed	-$58.3K	–	1857
2023 Q1	$58.3K	Hold	1,000	–	–	﹤0.01%	473
2022 Q4	$45.5K	Sell	1,000 -504	-34%	-$22.9K	﹤0.01%	521
2022 Q3	$56K	Hold	1,504	–	–	﹤0.01%	459
2022 Q2	$60K	Hold	1,504	–	–	﹤0.01%	441
2022 Q1	$63K	Hold	1,504	–	–	﹤0.01%	439
2021 Q4	$86K	Hold	1,504	–	–	﹤0.01%	387
2021 Q3	$69K	Hold	1,504	–	–	﹤0.01%	432
2021 Q2	$82K	Hold	1,504	–	–	﹤0.01%	397
2021 Q1	$79K	Sell	1,504 -19	-1%	-$998	﹤0.01%	400
2020 Q4	$70K	Hold	1,523	–	–	﹤0.01%	354
2020 Q3	$70K	Buy	1,523 +19	+1%	+$873	﹤0.01%	357
2020 Q2	$51K	Sell	1,504 -11	-0.7%	-$373	﹤0.01%	384
2020 Q1	$34K	Sell	1,515 -1	-0.1%	-$22	﹤0.01%	418
2019 Q4	$59K	Hold	1,516	–	–	﹤0.01%	369
2019 Q3	$55K	Buy	1,516 +16	+1%	+$580	﹤0.01%	376
2019 Q2	$47K	Hold	1,500	–	–	﹤0.01%	390
2019 Q1	$42K	Hold	1,500	–	–	﹤0.01%	356
2018 Q4	$39K	Hold	1,500	–	–	﹤0.01%	370
2018 Q3	$37K	Hold	1,500	–	–	﹤0.01%	403
2018 Q2	$43K	Sell	1,500 -7	-0.5%	-$201	﹤0.01%	359
2018 Q1	$44K	Hold	1,507	–	–	﹤0.01%	356
2017 Q4	$50K	Buy	+1,507	New	+$50K	﹤0.01%	351
2017 Q3	–	Sell	-1,500	Closed	-$37K	–	577
2017 Q2	$37K	Hold	1,500	–	–	﹤0.01%	335
2017 Q1	$35K	Hold	1,500	–	–	﹤0.01%	342
2016 Q4	$28K	Hold	1,500	–	–	﹤0.01%	324
2016 Q3	$30K	Hold	1,500	–	–	﹤0.01%	311
2016 Q2	$29K	Hold	1,500	–	–	﹤0.01%	313
2016 Q1	$28K	Hold	1,500	–	–	﹤0.01%	312
2015 Q4	$27K	Hold	1,500	–	–	﹤0.01%	299
2015 Q3	$28K	Buy	1,500 +1,000	+200%	+$18.7K	﹤0.01%	276
2015 Q2	$10K	Hold	500	–	–	﹤0.01%	393
2015 Q1	$11K	Hold	500	–	–	﹤0.01%	397
2014 Q4	$11K	Hold	500	–	–	﹤0.01%	344
2014 Q3	$9K	Buy	+500	New	+$9K	﹤0.01%	339
2014 Q1	–	Sell	-149	Closed	-$3K	–	600
2013 Q4	$3K	Buy	149 +129	+645%	+$2.6K	﹤0.01%	477
2013 Q3	$0	Hold	20	–	–	﹤0.01%	566
2013 Q2	$0	Buy	+20	New	–	﹤0.01%	485