Mascoma Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$32K | – | 270 |
|
|
2019
Q2 | $32K | Hold |
1,000
| – | – | 0.02% | 191 |
|
|
2019
Q1 | $28K | Hold |
1,000
| – | – | 0.02% | 200 |
|
|
2018
Q4 | $26K | Hold |
1,000
| – | – | 0.02% | 191 |
|
|
2018
Q3 | $25K | Hold |
1,000
| – | – | 0.02% | 217 |
|
|
2018
Q2 | $29K | Hold |
1,000
| – | – | 0.02% | 196 |
|
|
2018
Q1 | $29K | Hold |
1,000
| – | – | 0.02% | 192 |
|
|
2017
Q4 | $31K | Hold |
1,000
| – | – | 0.02% | 175 |
|
|
2017
Q3 | $27K | Hold |
1,000
| – | – | 0.02% | 201 |
|
|
2017
Q2 | $25K | Hold |
1,000
| – | – | 0.02% | 215 |
|
|
2017
Q1 | $24K | Hold |
1,000
| – | – | 0.02% | 197 |
|
|
2016
Q4 | $18K | Buy |
+1,000
| New | +$18K | 0.01% | 227 |
|