Summit Global Investments’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 |
-1,751
| Closed | -$251K | – | 613 |
|
|
2024
Q3 | $251K | Buy |
+1,751
| New | +$251K | 0.02% | 457 |
|
|
2024
Q2 | – | Sell |
-1,847
| Closed | -$223K | – | 557 |
|
|
2024
Q1 | $223K | Sell |
1,847
-11,747
| -86% | -$1.42M | 0.02% | 468 |
|
|
2023
Q4 | $1.4M | Sell |
13,594
-9,935
| -42% | -$1.03M | 0.09% | 177 |
|
|
2023
Q3 | $1.74M | Buy |
+23,529
| New | +$1.74M | 0.12% | 137 |
|