Lee Financial’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-220
| Closed | -$22.8K | – | 634 |
|
|
2023
Q4 | $22.8K | Hold |
220
| – | – | ﹤0.01% | 305 |
|
|
2023
Q3 | $16.3K | Hold |
220
| – | – | ﹤0.01% | 332 |
|
|
2023
Q2 | $17.1K | Hold |
220
| – | – | ﹤0.01% | 327 |
|
|
2023
Q1 | $12.9K | Hold |
220
| – | – | ﹤0.01% | 374 |
|
|
2022
Q4 | $10K | Buy |
220
+185
| +529% | +$8.42K | ﹤0.01% | 463 |
|
|
2022
Q3 | $1K | Sell |
35
-51
| -59% | -$1.46K | ﹤0.01% | 778 |
|
|
2022
Q2 | $3K | Sell |
86
-117
| -58% | -$4.08K | ﹤0.01% | 640 |
|
|
2022
Q1 | $9K | Buy |
203
+86
| +74% | +$3.81K | ﹤0.01% | 454 |
|
|
2021
Q4 | $7K | Buy |
117
+96
| +457% | +$5.74K | ﹤0.01% | 555 |
|
|
2021
Q3 | $1K | Sell |
21
-73
| -78% | -$3.48K | ﹤0.01% | 680 |
|
|
2021
Q2 | $5K | Buy |
+94
| New | +$5K | ﹤0.01% | 466 |
|