Simplicity Solutions’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $348K | Buy |
3,374
+445
| +15% | +$45.9K | 0.01% | 789 |
|
|
2023
Q3 | $217K | Sell |
2,929
-93
| -3% | -$6.89K | 0.01% | 883 |
|
|
2023
Q2 | $235K | Buy |
+3,022
| New | +$235K | 0.01% | 919 |
|
|
2018
Q4 | – | Sell |
-10,734
| Closed | -$266K | – | 746 |
|
|
2018
Q3 | $266K | Sell |
10,734
-238
| -2% | -$5.9K | 0.02% | 428 |
|
|
2018
Q2 | $316K | Buy |
+10,972
| New | +$316K | 0.02% | 339 |
|
|
2017
Q3 | – | Sell |
-12,161
| Closed | -$298K | – | 334 |
|
|
2017
Q2 | $298K | Sell |
12,161
-1,501
| -11% | -$36.8K | 0.04% | 319 |
|
|
2017
Q1 | $322K | Sell |
13,662
-5,953
| -30% | -$140K | 0.05% | 283 |
|
|
2016
Q4 | $361K | Buy |
+19,615
| New | +$361K | 0.08% | 236 |
|