Petra Financial Advisors’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 |
-5,694
| Closed | -$817K | – | 150 |
|
|
2024
Q3 | $817K | Sell |
5,694
-2,514
| -31% | -$361K | 0.54% | 50 |
|
|
2024
Q2 | $904K | Sell |
8,208
-29
| -0.4% | -$3.19K | 0.65% | 48 |
|
|
2024
Q1 | $991K | Buy |
8,237
+412
| +5% | +$49.6K | 0.73% | 40 |
|
|
2023
Q4 | $808K | Sell |
7,825
-62
| -0.8% | -$6.4K | 0.67% | 43 |
|
|
2023
Q3 | $584K | Buy |
+7,887
| New | +$584K | 0.49% | 60 |
|