SWA
SOA Wealth Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4
| Closed | – | – | 979 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 985 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 961 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 971 |
|
|
2021
Q2 | $0 | Sell |
4
-5
| -56% | – | ﹤0.01% | 949 |
|
|
2021
Q1 | $0 | Sell |
9
-5
| -36% | – | ﹤0.01% | 899 |
|
|
2020
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 869 |
|