HBK Sorce Advisory’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,249
| Closed | -$300K | – | 597 |
|
|
2021
Q4 | $300K | Buy |
5,249
+41
| +0.8% | +$2.34K | 0.02% | 446 |
|
|
2021
Q3 | $239K | Buy |
5,208
+23
| +0.4% | +$1.06K | 0.01% | 509 |
|
|
2021
Q2 | $283K | Buy |
+5,185
| New | +$283K | 0.02% | 464 |
|
|
2019
Q2 | – | Sell |
-8,166
| Closed | -$228K | – | 440 |
|
|
2019
Q1 | $228K | Buy |
8,166
+75
| +0.9% | +$2.09K | 0.02% | 383 |
|
|
2018
Q4 | $210K | Sell |
8,091
-45
| -0.6% | -$1.17K | 0.02% | 349 |
|
|
2018
Q3 | $202K | Sell |
8,136
-95
| -1% | -$2.36K | 0.02% | 377 |
|
|
2018
Q2 | $237K | Hold |
8,231
| – | – | 0.03% | 342 |
|
|
2018
Q1 | $243K | Sell |
8,231
-64
| -0.8% | -$1.89K | 0.03% | 321 |
|
|
2017
Q4 | $276K | Buy |
8,295
+544
| +7% | +$18.1K | 0.03% | 322 |
|
|
2017
Q3 | $212K | Sell |
7,751
-2,055
| -21% | -$56.2K | 0.03% | 291 |
|
|
2017
Q2 | $241K | Buy |
+9,806
| New | +$241K | 0.04% | 264 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 250 |
|