Marcum Wealth’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,961
| Closed | -$281K | – | 428 |
|
|
2024
Q3 | $281K | Sell |
1,961
-173
| -8% | -$24.8K | 0.03% | 301 |
|
|
2024
Q2 | $235K | Buy |
2,134
+29
| +1% | +$3.19K | 0.02% | 315 |
|
|
2024
Q1 | $254K | Sell |
2,105
-8
| -0.4% | -$965 | 0.03% | 300 |
|
|
2023
Q4 | $218K | Buy |
+2,113
| New | +$218K | 0.02% | 317 |
|