SWA
SFMG Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-22,418
| Closed | -$1.22M | – | 269 |
|
|
2021
Q2 | $1.22M | Hold |
22,418
| – | – | 0.14% | 80 |
|
|
2021
Q1 | $1.18M | Buy |
+22,418
| New | +$1.18M | 0.14% | 76 |
|
|
2020
Q1 | – | Sell |
-43,087
| Closed | -$1.67M | – | 170 |
|
|
2019
Q4 | $1.67M | Buy |
43,087
+5,960
| +16% | +$231K | 0.2% | 43 |
|
|
2019
Q3 | $1.36M | Buy |
37,127
+13,410
| +57% | +$490K | 0.18% | 45 |
|
|
2019
Q2 | $756K | Buy |
+23,717
| New | +$756K | 0.1% | 64 |
|