ICA Group Wealth Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-981
| Closed | -$118K | – | 1178 |
|
|
2024
Q1 | $118K | Hold |
981
| – | – | 0.02% | 367 |
|
|
2023
Q4 | $101K | Buy |
+981
| New | +$101K | 0.02% | 356 |
|
|
2023
Q3 | – | Sell |
-55
| Closed | -$4.27K | – | 937 |
|
|
2023
Q2 | $4.27K | Sell |
55
-2,800
| -98% | -$217K | ﹤0.01% | 1006 |
|
|
2023
Q1 | $166K | Hold |
2,855
| – | – | 0.04% | 257 |
|
|
2022
Q4 | $130K | Buy |
+2,855
| New | +$130K | 0.03% | 312 |
|