PWS
Peloton Wealth Strategists’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,200
| Closed | -$569K | – | 88 |
|
|
2020
Q4 | $569K | Sell |
13,200
-7,615
| -37% | -$328K | 0.28% | 62 |
|
|
2020
Q3 | $964K | Sell |
20,815
-35,885
| -63% | -$1.66M | 0.54% | 55 |
|
|
2020
Q2 | $1.93M | Sell |
56,700
-1,000
| -2% | -$34K | 1.22% | 34 |
|
|
2020
Q1 | $1.29M | Sell |
57,700
-15,100
| -21% | -$337K | 1.05% | 43 |
|
|
2019
Q4 | $2.83M | Sell |
72,800
-4,400
| -6% | -$171K | 1.71% | 26 |
|
|
2019
Q3 | $2.82M | Sell |
77,200
-1,100
| -1% | -$40.2K | 1.8% | 22 |
|
|
2019
Q2 | $2.48M | Sell |
78,300
-8,000
| -9% | -$253K | 1.66% | 31 |
|
|
2019
Q1 | $2.41M | Sell |
86,300
-3,000
| -3% | -$83.9K | 1.67% | 29 |
|
|
2018
Q4 | $2.32M | Sell |
89,300
-200
| -0.2% | -$5.2K | 1.89% | 21 |
|
|
2018
Q3 | $2.22M | Sell |
89,500
-1,000
| -1% | -$24.8K | 1.52% | 33 |
|
|
2018
Q2 | $2.6M | Hold |
90,500
| – | – | 1.88% | 24 |
|
|
2018
Q1 | $2.67M | Sell |
90,500
-2,100
| -2% | -$61.9K | 2.01% | 22 |
|
|
2017
Q4 | $3.08M | Buy |
92,600
+400
| +0.4% | +$13.3K | 2.29% | 12 |
|
|
2017
Q3 | $2.52M | Buy |
92,200
+2,500
| +3% | +$68.3K | 1.94% | 22 |
|
|
2017
Q2 | $2.2M | Buy |
89,700
+4,000
| +5% | +$98.1K | 1.7% | 24 |
|
|
2017
Q1 | $2.02M | Buy |
85,700
+23,100
| +37% | +$544K | 1.66% | 24 |
|
|
2016
Q4 | $1.15M | Buy |
+62,600
| New | +$1.15M | 0.94% | 46 |
|