RWA
Ropes Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-55,734
| Closed | -$2.34M | – | 283 |
|
|
2022
Q1 | $2.34M | Buy |
+55,734
| New | +$2.34M | 0.4% | 64 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$50K | – | 529 |
|
|
2018
Q3 | $50K | Hold |
2,000
| – | – | 0.01% | 336 |
|
|
2018
Q2 | $58K | Hold |
2,000
| – | – | 0.02% | 338 |
|
|
2018
Q1 | $59K | Hold |
2,000
| – | – | 0.02% | 318 |
|
|
2017
Q4 | $67K | Buy |
+2,000
| New | +$67K | 0.02% | 317 |
|
|
2016
Q1 | – | Sell |
-28
| Closed | – | – | 511 |
|
|
2015
Q4 | $0 | Buy |
+28
| New | – | ﹤0.01% | 520 |
|