GW Henssler & Associates’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,562
| Closed | -$354K | – | 258 |
|
|
2023
Q2 | $354K | Sell |
4,562
-2,400
| -34% | -$186K | 0.02% | 131 |
|
|
2023
Q1 | $406K | Sell |
6,962
-49
| -0.7% | -$2.86K | 0.03% | 126 |
|
|
2022
Q4 | $319K | Hold |
7,011
| – | – | 0.02% | 153 |
|
|
2022
Q3 | $263K | Buy |
7,011
+571
| +9% | +$21.4K | 0.02% | 162 |
|
|
2022
Q2 | $255K | Sell |
6,440
-277
| -4% | -$11K | 0.02% | 166 |
|
|
2022
Q1 | $281K | Buy |
6,717
+144
| +2% | +$6.02K | 0.02% | 198 |
|
|
2021
Q4 | $376K | Buy |
+6,573
| New | +$376K | 0.02% | 182 |
|
|
2021
Q3 | – | Sell |
-6,675
| Closed | -$364K | – | 190 |
|
|
2021
Q2 | $364K | Buy |
+6,675
| New | +$364K | 0.02% | 177 |
|