SteelPeak Wealth’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,538
| Closed | -$652K | – | 520 |
|
|
2024
Q3 | $652K | Sell |
4,538
-13,408
| -75% | -$1.93M | 0.03% | 268 |
|
|
2024
Q2 | $1.98M | Buy |
+17,946
| New | +$1.98M | 0.09% | 159 |
|
|
2022
Q4 | – | Sell |
-20,050
| Closed | -$754K | – | 436 |
|
|
2022
Q3 | $754K | Buy |
20,050
+5,000
| +33% | +$188K | 0.06% | 186 |
|
|
2022
Q2 | $599K | Buy |
15,050
+5,000
| +50% | +$199K | 0.04% | 229 |
|
|
2022
Q1 | $421K | Hold |
10,050
| – | – | 0.02% | 300 |
|
|
2021
Q4 | $574K | Buy |
10,050
+4,600
| +84% | +$263K | 0.03% | 227 |
|
|
2021
Q3 | $250K | Buy |
+5,450
| New | +$250K | 0.02% | 347 |
|