Moneta Group Investment Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,392
| Closed | -$248K | – | 275 |
|
|
2019
Q4 | $248K | Sell |
6,392
-202
| -3% | -$7.84K | 0.02% | 218 |
|
|
2019
Q3 | $241K | Buy |
6,594
+206
| +3% | +$7.53K | 0.02% | 225 |
|
|
2019
Q2 | $202K | Buy |
+6,388
| New | +$202K | 0.02% | 215 |
|
|
2019
Q1 | – | Sell |
-17,391
| Closed | -$452K | – | 260 |
|
|
2018
Q4 | $452K | Buy |
+17,391
| New | +$452K | 0.05% | 147 |
|
|
2017
Q3 | – | Sell |
-8,500
| Closed | -$209K | – | 211 |
|
|
2017
Q2 | $209K | Hold |
8,500
| – | – | 0.03% | 176 |
|
|
2017
Q1 | $200K | Buy |
+8,500
| New | +$200K | 0.04% | 157 |
|