McKinley Carter Wealth Services’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,439
| Closed | -$405K | – | 167 |
|
|
2019
Q4 | $405K | Hold |
10,439
| – | – | 0.09% | 121 |
|
|
2019
Q3 | $382K | Sell |
10,439
-7
| -0.1% | -$256 | 0.1% | 124 |
|
|
2019
Q2 | $330K | Buy |
10,446
+7
| +0.1% | +$221 | 0.09% | 129 |
|
|
2019
Q1 | $292K | Hold |
10,439
| – | – | 0.08% | 134 |
|
|
2018
Q4 | $271K | Hold |
10,439
| – | – | 0.09% | 132 |
|
|
2018
Q3 | $259K | Hold |
10,439
| – | – | 0.08% | 142 |
|
|
2018
Q2 | $300K | Buy |
10,439
+1
| +0% | +$29 | 0.1% | 131 |
|
|
2018
Q1 | $308K | Buy |
10,438
+1,789
| +21% | +$52.8K | 0.1% | 128 |
|
|
2017
Q4 | $288K | Sell |
8,649
-1,779
| -17% | -$59.2K | 0.1% | 130 |
|
|
2017
Q3 | $285K | Buy |
10,428
+11
| +0.1% | +$301 | 0.11% | 124 |
|
|
2017
Q2 | $256K | Buy |
10,417
+172
| +2% | +$4.23K | 0.11% | 112 |
|
|
2017
Q1 | $241K | Buy |
+10,245
| New | +$241K | 0.11% | 112 |
|