Samalin Investment Counsel’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-8,464
Closed -$355K 243
2022
Q1
$355K Sell
8,464
-5,201
-38% -$218K 0.22% 143
2021
Q4
$781K Sell
13,665
-2,054
-13% -$117K 0.47% 56
2021
Q3
$722K Buy
15,719
+840
+6% +$38.6K 0.47% 56
2021
Q2
$812K Sell
14,879
-422
-3% -$23K 0.53% 42
2021
Q1
$802K Buy
15,301
+5,501
+56% +$288K 0.54% 44
2020
Q4
$423K Buy
+9,800
New +$423K 0.32% 101