OAM
Optimal Asset Management’s Pultegroup PHM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $1.33M | Buy |
29,060
+53
| +0.2% | +$2.43K | 0.17% | 199 |
|
2021
Q2 | $1.58M | Hold |
29,007
| – | – | 0.19% | 184 |
|
2021
Q1 | $1.52M | Sell |
29,007
-21,199
| -42% | -$1.11M | 0.2% | 177 |
|
2020
Q4 | $2.17M | Sell |
50,206
-125
| -0.2% | -$5.39K | 0.31% | 111 |
|
2020
Q3 | $2.33M | Sell |
50,331
-9,812
| -16% | -$454K | 0.34% | 93 |
|
2020
Q2 | $2.05M | Sell |
60,143
-80,061
| -57% | -$2.72M | 0.33% | 102 |
|
2020
Q1 | $3.13K | Buy |
140,204
+57,951
| +70% | +$1.29K | 0.29% | 112 |
|
2019
Q4 | $3.19M | Buy |
+82,253
| New | +$3.19M | 0.48% | 49 |
|