Syntax Advisors’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$226K Sell
3,058
-340
-10% -$25.2K 0.2% 144
2023
Q2
$264K Sell
3,398
-1,368
-29% -$106K 0.21% 100
2023
Q1
$278K Sell
4,766
-1,074
-18% -$62.6K 0.21% 91
2022
Q4
$266K Sell
5,840
-696
-11% -$31.7K 0.22% 97
2022
Q3
$245K Buy
6,536
+456
+8% +$17.1K 0.21% 122
2022
Q2
$241K Buy
6,080
+825
+16% +$32.7K 0.2% 146
2022
Q1
$220K Buy
5,255
+339
+7% +$14.2K 0.18% 184
2021
Q4
$281K Buy
+4,916
New +$281K 0.21% 126