PWAG
Polaris Wealth Advisory Group’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-863,282
| Closed | -$49.3M | – | 191 |
|
|
2021
Q4 | $49.3M | Buy |
+863,282
| New | +$49.3M | 2.83% | 5 |
|
|
2020
Q3 | – | Sell |
-633,146
| Closed | -$20.9M | – | 178 |
|
|
2020
Q2 | $20.9M | Buy |
+633,146
| New | +$20.9M | 1.65% | 30 |
|
|
2020
Q1 | – | Sell |
-667,648
| Closed | -$27.8M | – | 164 |
|
|
2019
Q4 | $27.8M | Buy |
+667,648
| New | +$27.8M | 1.86% | 17 |
|
|
2019
Q1 | – | Sell |
-15,114
| Closed | -$393K | – | 167 |
|
|
2018
Q4 | $393K | Buy |
+15,114
| New | +$393K | 0.04% | 110 |
|