LGA
Lebenthal Global Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,595
| Closed | -$372K | – | 204 |
|
|
2024
Q3 | $372K | Buy |
2,595
+266
| +11% | +$38.2K | 0.08% | 143 |
|
|
2024
Q2 | $256K | Buy |
2,329
+87
| +4% | +$9.58K | 0.06% | 165 |
|
|
2024
Q1 | $270K | Buy |
2,242
+244
| +12% | +$29.4K | 0.06% | 165 |
|
|
2023
Q4 | $206K | Buy |
+1,998
| New | +$206K | 0.05% | 186 |
|