MSWM
Mader & Shannon Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-42,651
| Closed | -$1.69M | – | 19 |
|
|
2022
Q2 | $1.69M | Sell |
42,651
-66,070
| -61% | -$2.62M | 1.01% | 17 |
|
|
2022
Q1 | $4.56M | Buy |
108,721
+244
| +0.2% | +$10.2K | 2.47% | 17 |
|
|
2021
Q4 | $6.2M | Buy |
108,477
+1,341
| +1% | +$76.7K | 3.43% | 14 |
|
|
2021
Q3 | $4.92M | Sell |
107,136
-117
| -0.1% | -$5.37K | 3.14% | 15 |
|
|
2021
Q2 | $5.85M | Buy |
107,253
+2,337
| +2% | +$128K | 3.02% | 19 |
|
|
2021
Q1 | $5.5M | Buy |
104,916
+2,227
| +2% | +$117K | 3.22% | 14 |
|
|
2020
Q4 | $4.43M | Buy |
+102,689
| New | +$4.43M | 2.93% | 15 |
|