Rational Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-23,579
| Closed | -$1.29M | – | 208 |
|
|
2021
Q2 | $1.29M | Buy |
23,579
+1,425
| +6% | +$77.8K | 0.15% | 85 |
|
|
2021
Q1 | $1.16M | Buy |
22,154
+1,138
| +5% | +$59.7K | 0.21% | 90 |
|
|
2020
Q4 | $906K | Buy |
21,016
+4,539
| +28% | +$196K | 0.24% | 104 |
|
|
2020
Q3 | $763K | Sell |
16,477
-95
| -0.6% | -$4.4K | 0.33% | 105 |
|
|
2020
Q2 | $564K | Buy |
+16,572
| New | +$564K | 0.29% | 110 |
|
|
2020
Q1 | – | Sell |
-3,347
| Closed | -$130K | – | 426 |
|
|
2019
Q4 | $130K | Buy |
3,347
+2,204
| +193% | +$85.6K | 0.06% | 249 |
|
|
2019
Q3 | $42K | Sell |
1,143
-507
| -31% | -$18.6K | 0.02% | 385 |
|
|
2019
Q2 | $52K | Buy |
1,650
+1,578
| +2,192% | +$49.7K | 0.02% | 340 |
|
|
2019
Q1 | $2K | Buy |
72
+52
| +260% | +$1.44K | ﹤0.01% | 505 |
|
|
2018
Q4 | $1K | Sell |
20
-1,455
| -99% | -$72.8K | ﹤0.01% | 506 |
|
|
2018
Q3 | $37K | Buy |
+1,475
| New | +$37K | 0.01% | 315 |
|
|
2018
Q2 | – | Sell |
-268
| Closed | -$8K | – | 554 |
|
|
2018
Q1 | $8K | Buy |
+268
| New | +$8K | ﹤0.01% | 395 |
|
|
2017
Q3 | – | Sell |
-25,711
| Closed | -$631K | – | 367 |
|
|
2017
Q2 | $631K | Buy |
25,711
+15,341
| +148% | +$376K | 0.39% | 97 |
|
|
2017
Q1 | $244K | Buy |
+10,370
| New | +$244K | 0.16% | 153 |
|