Reilly Financial Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $8K | Buy |
+138
| New | +$8K | ﹤0.01% | 763 |
|
|
2020
Q2 | – | Sell |
-44
| Closed | -$1K | – | 948 |
|
|
2020
Q1 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 849 |
|
|
2016
Q2 | – | Sell |
-98
| Closed | -$2K | – | 854 |
|
|
2016
Q1 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 820 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$2K | – | 1353 |
|
|
2014
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 762 |
|
|
2014
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 770 |
|
|
2014
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 789 |
|