ProVise Management Group’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,437
| Closed | -$483K | – | 291 |
|
|
2019
Q4 | $483K | Sell |
12,437
-2,948
| -19% | -$114K | 0.06% | 201 |
|
|
2019
Q3 | $562K | Sell |
15,385
-665
| -4% | -$24.3K | 0.07% | 186 |
|
|
2019
Q2 | $508K | Buy |
16,050
+2,170
| +16% | +$68.7K | 0.07% | 202 |
|
|
2019
Q1 | $388K | Buy |
+13,880
| New | +$388K | 0.05% | 216 |
|
|
2014
Q3 | – | Sell |
-39,000
| Closed | -$786K | – | 314 |
|
|
2014
Q2 | $786K | Hold |
39,000
| – | – | 0.17% | 155 |
|
|
2014
Q1 | $749K | Buy |
39,000
+1,300
| +3% | +$25K | 0.18% | 146 |
|
|
2013
Q4 | $768K | Buy |
+37,700
| New | +$768K | 0.2% | 138 |
|