SWM
Strategic Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.84M | Hold |
32,158
| – | – | 0.91% | 40 |
|
|
2021
Q3 | $1.48M | Buy |
32,158
+1,379
| +4% | +$63.3K | 0.77% | 44 |
|
|
2021
Q2 | $1.68M | Sell |
30,779
-1,088
| -3% | -$59.4K | 0.91% | 39 |
|
|
2021
Q1 | $1.67M | Hold |
31,867
| – | – | 1% | 38 |
|
|
2020
Q4 | $1.37M | Buy |
31,867
+1,000
| +3% | +$43.1K | 0.84% | 40 |
|
|
2020
Q3 | $1.43M | Buy |
+30,867
| New | +$1.43M | 1.07% | 34 |
|