SSWM
Sheets Smith Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-15,353
| Closed | -$510K | – | 334 |
|
|
2017
Q4 | $510K | Buy |
15,353
+297
| +2% | +$9.87K | 0.12% | 192 |
|
|
2017
Q3 | $411K | Sell |
15,056
-149
| -1% | -$4.07K | 0.1% | 206 |
|
|
2017
Q2 | $373K | Sell |
15,205
-574
| -4% | -$14.1K | 0.1% | 200 |
|
|
2017
Q1 | $372K | Buy |
+15,779
| New | +$372K | 0.1% | 205 |
|