Rockefeller Financial Services’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-19,230
| Closed | -$375K | – | 480 |
|
|
2016
Q2 | $375K | Hold |
19,230
| – | – | 0.01% | 276 |
|
|
2016
Q1 | $360K | Hold |
19,230
| – | – | 0.01% | 278 |
|
|
2015
Q4 | $343K | Hold |
19,230
| – | – | 0.01% | 294 |
|
|
2015
Q3 | $363K | Hold |
19,230
| – | – | 0.01% | 280 |
|
|
2015
Q2 | $387K | Hold |
19,230
| – | – | 0.01% | 263 |
|
|
2015
Q1 | $427K | Hold |
19,230
| – | – | 0.01% | 260 |
|
|
2014
Q4 | $413K | Hold |
19,230
| – | – | 0.01% | 254 |
|
|
2014
Q3 | $340K | Hold |
19,230
| – | – | 0.01% | 281 |
|
|
2014
Q2 | $388K | Hold |
19,230
| – | – | 0.01% | 283 |
|
|
2014
Q1 | $369K | Hold |
19,230
| – | – | 0.01% | 283 |
|
|
2013
Q4 | $392K | Hold |
19,230
| – | – | 0.01% | 290 |
|
|
2013
Q3 | $317K | Hold |
19,230
| – | – | 0.01% | 299 |
|
|
2013
Q2 | $365K | Buy |
+19,230
| New | +$365K | 0.01% | 275 |
|