LFA
Legacy Financial Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,045
| Closed | -$85K | – | 688 |
|
|
2019
Q1 | $85K | Buy |
3,045
+208
| +7% | +$5.81K | 0.03% | 188 |
|
|
2018
Q4 | $74K | Sell |
2,837
-2,186
| -44% | -$57K | 0.03% | 181 |
|
|
2018
Q3 | $124K | Buy |
5,023
+1,800
| +56% | +$44.4K | 0.04% | 148 |
|
|
2018
Q2 | $96K | Sell |
3,223
-4,078
| -56% | -$121K | 0.04% | 171 |
|
|
2018
Q1 | $217K | Sell |
7,301
-610
| -8% | -$18.1K | 0.09% | 107 |
|
|
2017
Q4 | $263K | Buy |
+7,911
| New | +$263K | 0.11% | 89 |
|