Summit X LLC’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-15,671
| Closed | -$440K | – | 244 |
|
|
2019
Q1 | $440K | Buy |
15,671
+660
| +4% | +$18.5K | 0.19% | 137 |
|
|
2018
Q4 | $389K | Buy |
15,011
+991
| +7% | +$25.7K | 0.22% | 123 |
|
|
2018
Q3 | $347K | Sell |
14,020
-215
| -2% | -$5.32K | 0.17% | 156 |
|
|
2018
Q2 | $408K | Buy |
14,235
+195
| +1% | +$5.59K | 0.23% | 122 |
|
|
2018
Q1 | $411K | Buy |
14,040
+435
| +3% | +$12.7K | 0.25% | 111 |
|
|
2017
Q4 | $454K | Buy |
13,605
+30
| +0.2% | +$1K | 0.29% | 107 |
|
|
2017
Q3 | $371K | Sell |
13,575
-145
| -1% | -$3.96K | 0.25% | 118 |
|
|
2017
Q2 | $337K | Buy |
+13,720
| New | +$337K | 0.24% | 128 |
|