LWS
Lucia Wealth Services’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-51,435
| Closed | -$1.48M | – | 230 |
|
|
2018
Q2 | $1.48M | Sell |
51,435
-41,993
| -45% | -$1.21M | 0.65% | 40 |
|
|
2018
Q1 | $2.76M | Buy |
93,428
+28,510
| +44% | +$841K | 0.89% | 42 |
|
|
2017
Q4 | $2.16M | Buy |
+64,918
| New | +$2.16M | 0.96% | 23 |
|