Jacobi Capital Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$69K | – | 1067 |
|
|
2021
Q3 | $69K | Buy |
1,500
+36
| +2% | +$1.66K | 0.01% | 579 |
|
|
2021
Q2 | $80K | Buy |
1,464
+335
| +30% | +$18.3K | 0.01% | 523 |
|
|
2021
Q1 | $59K | Buy |
1,129
+836
| +285% | +$43.7K | 0.01% | 540 |
|
|
2020
Q4 | $13K | Buy |
293
+73
| +33% | +$3.24K | ﹤0.01% | 816 |
|
|
2020
Q3 | $10K | Buy |
220
+50
| +29% | +$2.27K | ﹤0.01% | 806 |
|
|
2020
Q2 | $6K | Hold |
170
| – | – | ﹤0.01% | 880 |
|
|
2020
Q1 | $4K | Hold |
170
| – | – | ﹤0.01% | 865 |
|
|
2019
Q4 | $7K | Hold |
170
| – | – | ﹤0.01% | 812 |
|
|
2019
Q3 | $6K | Hold |
170
| – | – | ﹤0.01% | 816 |
|
|
2019
Q2 | $5K | Hold |
170
| – | – | ﹤0.01% | 843 |
|
|
2019
Q1 | $5K | Hold |
170
| – | – | ﹤0.01% | 793 |
|
|
2018
Q4 | $4K | Hold |
170
| – | – | ﹤0.01% | 789 |
|
|
2018
Q3 | $4K | Hold |
170
| – | – | ﹤0.01% | 827 |
|
|
2018
Q2 | $5K | Hold |
170
| – | – | ﹤0.01% | 822 |
|
|
2018
Q1 | $5K | Hold |
170
| – | – | ﹤0.01% | 811 |
|
|
2017
Q4 | $6K | Hold |
170
| – | – | ﹤0.01% | 755 |
|
|
2017
Q3 | $5K | Hold |
170
| – | – | ﹤0.01% | 760 |
|
|
2017
Q2 | $4K | Hold |
170
| – | – | ﹤0.01% | 703 |
|
|
2017
Q1 | $4K | Buy |
+170
| New | +$4K | ﹤0.01% | 576 |
|
|
2016
Q4 | – | Sell |
-170
| Closed | -$3K | – | 678 |
|
|
2016
Q3 | $3K | Hold |
170
| – | – | ﹤0.01% | 614 |
|
|
2016
Q2 | $3K | Buy |
+170
| New | +$3K | ﹤0.01% | 605 |
|