New England Research & Management’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,730
| Closed | -$270K | – | 190 |
|
|
2021
Q4 | $270K | Sell |
4,730
-9,075
| -66% | -$518K | 0.13% | 153 |
|
|
2021
Q3 | $634K | Buy |
+13,805
| New | +$634K | 0.33% | 95 |
|
|
2021
Q1 | – | Sell |
-12,350
| Closed | -$533K | – | 186 |
|
|
2020
Q4 | $533K | Buy |
+12,350
| New | +$533K | 0.33% | 97 |
|
|
2019
Q2 | – | Sell |
-21,000
| Closed | -$587K | – | 178 |
|
|
2019
Q1 | $587K | Buy |
+21,000
| New | +$587K | 0.4% | 91 |
|
|
2018
Q3 | – | Sell |
-16,700
| Closed | -$480K | – | 176 |
|
|
2018
Q2 | $480K | Buy |
16,700
+4,700
| +39% | +$135K | 0.32% | 110 |
|
|
2018
Q1 | $354K | Buy |
+12,000
| New | +$354K | 0.24% | 128 |
|
|
2017
Q4 | – | Sell |
-11,425
| Closed | -$312K | – | 163 |
|
|
2017
Q3 | $312K | Sell |
11,425
-11,355
| -50% | -$310K | 0.23% | 112 |
|
|
2017
Q2 | $559K | Buy |
+22,780
| New | +$559K | 0.41% | 87 |
|