IPG Investment Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-164,519
| Closed | -$4.6M | – | 164 |
|
|
2019
Q1 | $4.6M | Sell |
164,519
-61,520
| -27% | -$1.72M | 1.57% | 21 |
|
|
2018
Q4 | $5.87M | Sell |
226,039
-1
| -0% | -$26 | 2.24% | 13 |
|
|
2018
Q3 | $5.6M | Hold |
226,040
| – | – | 1.81% | 14 |
|
|
2018
Q2 | $6.5M | Hold |
226,040
| – | – | 2.27% | 14 |
|
|
2018
Q1 | $6.67M | Buy |
226,040
+25,250
| +13% | +$745K | 2.17% | 15 |
|
|
2017
Q4 | $6.68M | Hold |
200,790
| – | – | 2.78% | 11 |
|
|
2017
Q3 | $5.49M | Hold |
200,790
| – | – | 1.89% | 20 |
|
|
2017
Q2 | $4.93M | Buy |
200,790
+156,870
| +357% | +$3.85M | 1.98% | 18 |
|
|
2017
Q1 | $1.03M | Hold |
43,920
| – | – | 0.47% | 40 |
|
|
2016
Q4 | $807K | Sell |
43,920
-4,500
| -9% | -$82.7K | 0.33% | 56 |
|
|
2016
Q3 | $970K | Buy |
+48,420
| New | +$970K | 0.41% | 44 |
|