Next Financial Group’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $200K | Buy |
3,486
+1,950
| +127% | +$112K | 0.01% | 897 |
|
|
2021
Q3 | $70K | Sell |
1,536
-529
| -26% | -$24.1K | 0.01% | 1275 |
|
|
2021
Q2 | $113K | Buy |
2,065
+540
| +35% | +$29.6K | 0.01% | 1058 |
|
|
2021
Q1 | $80K | Sell |
1,525
-648
| -30% | -$34K | 0.01% | 1103 |
|
|
2020
Q4 | $93K | Buy |
2,173
+176
| +9% | +$7.53K | 0.01% | 986 |
|
|
2020
Q3 | $92K | Buy |
+1,997
| New | +$92K | 0.01% | 899 |
|
|
2020
Q2 | – | Sell |
-2,593
| Closed | -$58K | – | 1545 |
|
|
2020
Q1 | $58K | Sell |
2,593
-1,116
| -30% | -$25K | 0.01% | 936 |
|
|
2019
Q4 | $144K | Buy |
3,709
+980
| +36% | +$38K | 0.01% | 812 |
|
|
2019
Q3 | $100K | Sell |
2,729
-827
| -23% | -$30.3K | 0.01% | 908 |
|
|
2019
Q2 | $112K | Sell |
3,556
-23
| -0.6% | -$724 | 0.01% | 874 |
|
|
2019
Q1 | $100K | Sell |
3,579
-204
| -5% | -$5.7K | 0.03% | 532 |
|
|
2018
Q4 | $98K | Buy |
3,783
+204
| +6% | +$5.29K | 0.02% | 594 |
|
|
2018
Q3 | $89K | Buy |
+3,579
| New | +$89K | 0.04% | 389 |
|
|
2017
Q4 | – | Sell |
-2,918
| Closed | -$79K | – | 1077 |
|
|
2017
Q3 | $79K | Buy |
2,918
+918
| +46% | +$24.9K | 0.02% | 565 |
|
|
2017
Q2 | $49K | Hold |
2,000
| – | – | 0.01% | 792 |
|
|
2017
Q1 | $45K | Sell |
2,000
-2,000
| -50% | -$45K | 0.01% | 766 |
|
|
2016
Q4 | $74K | Buy |
+4,000
| New | +$74K | 0.01% | 799 |
|