KLWA
Kelly Lawrence W & Associates’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-500
| Closed | -$21K | – | 182 |
|
|
2022
Q1 | $21K | Hold |
500
| – | – | ﹤0.01% | 135 |
|
|
2021
Q4 | $29K | Hold |
500
| – | – | 0.01% | 136 |
|
|
2021
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 137 |
|
|
2021
Q2 | $27K | Hold |
500
| – | – | 0.01% | 135 |
|
|
2021
Q1 | $26K | Hold |
500
| – | – | 0.01% | 129 |
|
|
2020
Q4 | $22K | Hold |
500
| – | – | 0.01% | 82 |
|
|
2020
Q3 | $23K | Hold |
500
| – | – | 0.01% | 106 |
|
|
2020
Q2 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 107 |
|
|
2015
Q4 | – | Sell |
-74,915
| Closed | -$1.41M | – | 166 |
|
|
2015
Q3 | $1.41M | Hold |
74,915
| – | – | 0.33% | 43 |
|
|
2015
Q2 | $1.51M | Buy |
74,915
+570
| +0.8% | +$11.5K | 0.3% | 45 |
|
|
2015
Q1 | $1.65M | Buy |
74,345
+200
| +0.3% | +$4.45K | 0.36% | 40 |
|
|
2014
Q4 | $1.59M | Buy |
74,145
+5,200
| +8% | +$112K | 0.33% | 43 |
|
|
2014
Q3 | $1.22M | Sell |
68,945
-750
| -1% | -$13.3K | 0.26% | 44 |
|
|
2014
Q2 | $1.41M | Buy |
69,695
+14,175
| +26% | +$286K | 0.3% | 44 |
|
|
2014
Q1 | $1.07M | Hold |
55,520
| – | – | 0.24% | 43 |
|
|
2013
Q4 | $1.13M | Hold |
55,520
| – | – | 0.25% | 47 |
|
|
2013
Q3 | $916K | Sell |
55,520
-407,600
| -88% | -$6.72M | 0.22% | 49 |
|
|
2013
Q2 | $8.79M | Buy |
+463,120
| New | +$8.79M | 2.23% | 23 |
|