Regal Investment Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,902
| Closed | -$405K | – | 543 |
|
|
2022
Q4 | $405K | Buy |
8,902
+2,241
| +34% | +$102K | 0.04% | 315 |
|
|
2022
Q3 | $250K | Buy |
6,661
+115
| +2% | +$4.32K | 0.03% | 398 |
|
|
2022
Q2 | $259K | Sell |
6,546
-58
| -0.9% | -$2.3K | 0.03% | 402 |
|
|
2022
Q1 | $276K | Sell |
6,604
-11,170
| -63% | -$467K | 0.03% | 433 |
|
|
2021
Q4 | $1.02M | Sell |
17,774
-3,474
| -16% | -$199K | 0.09% | 240 |
|
|
2021
Q3 | $976K | Sell |
21,248
-845
| -4% | -$38.8K | 0.09% | 237 |
|
|
2021
Q2 | $1.21M | Buy |
+22,093
| New | +$1.21M | 0.12% | 177 |
|
|
2021
Q1 | – | Sell |
-13,170
| Closed | -$568K | – | 312 |
|
|
2020
Q4 | $568K | Buy |
+13,170
| New | +$568K | 0.06% | 263 |
|
|
2020
Q3 | – | Sell |
-6,426
| Closed | -$219K | – | 201 |
|
|
2020
Q2 | $219K | Buy |
+6,426
| New | +$219K | 0.04% | 296 |
|
|
2015
Q4 | – | Sell |
-592
| Closed | -$11K | – | 711 |
|
|
2015
Q3 | $11K | Buy |
592
+242
| +69% | +$4.5K | ﹤0.01% | 676 |
|
|
2015
Q2 | $7K | Hold |
350
| – | – | ﹤0.01% | 706 |
|
|
2015
Q1 | $8K | Hold |
350
| – | – | ﹤0.01% | 734 |
|
|
2014
Q4 | $8K | Buy |
+350
| New | +$8K | ﹤0.01% | 670 |
|