NWAM LLC’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,864
| Closed | -$268K | – | 629 |
|
2024
Q3 | $268K | Sell |
1,864
-233
| -11% | -$33.4K | 0.02% | 529 |
|
2024
Q2 | $231K | Buy |
2,097
+41
| +2% | +$4.51K | 0.07% | 134 |
|
2024
Q1 | $241K | Buy |
+2,056
| New | +$241K | 0.02% | 489 |
|
2022
Q4 | – | Sell |
-33,952
| Closed | -$1.27M | – | 533 |
|
2022
Q3 | $1.27M | Buy |
+33,952
| New | +$1.27M | 0.12% | 173 |
|