JNBA Financial Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-300
| Closed | -$32.7K | – | 672 |
|
|
2024
Q4 | $32.7K | Hold |
300
| – | – | ﹤0.01% | 332 |
|
|
2024
Q3 | $43.1K | Buy |
+300
| New | +$43.1K | ﹤0.01% | 304 |
|
|
2022
Q2 | – | Sell |
-16
| Closed | -$1K | – | 743 |
|
|
2022
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 680 |
|
|
2021
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 797 |
|
|
2021
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 707 |
|
|
2021
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 661 |
|
|
2021
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 630 |
|
|
2020
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 589 |
|
|
2020
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 559 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$5K | – | 681 |
|
|
2018
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 430 |
|
|
2016
Q4 | – | Sell |
-1,049
| Closed | -$21K | – | 1097 |
|
|
2016
Q3 | $21K | Buy |
1,049
+1,019
| +3,397% | +$20.4K | ﹤0.01% | 802 |
|
|
2016
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 490 |
|
|
2016
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 518 |
|
|
2015
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 499 |
|
|
2015
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 506 |
|
|
2015
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 507 |
|
|
2015
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 510 |
|
|
2014
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 523 |
|
|
2014
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 560 |
|