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TCI Wealth Advisors’s Pultegroup PHM Stock Holding History

TCI Wealth Advisors’s Portfolio PHM Stock Details PHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-88
Closed -$5.13K – 1653
2023
Q1 		$5.13K Sell
88
-1
-1% -$58 ﹤0.01% 1508
2022
Q4 		$4.05K Buy
89
+3
+3% +$137 ﹤0.01% 1667
2022
Q3 		$3K Buy
86
+36
+72% +$1.26K ﹤0.01% 1817
2022
Q2 		$2K Sell
50
-403
-89% -$16.1K ﹤0.01% 2025
2022
Q1 		$19K Buy
453
+192
+74% +$8.05K ﹤0.01% 725
2021
Q4 		$15K Hold
261
– – ﹤0.01% 879
2021
Q3 		$12K Buy
261
+93
+55% +$4.28K ﹤0.01% 974
2021
Q2 		$9K Hold
168
– – ﹤0.01% 1037
2021
Q1 		$9K Buy
168
+72
+75% +$3.86K ﹤0.01% 914
2020
Q4 		$4K Sell
96
-23
-19% -$958 ﹤0.01% 976
2020
Q3 		$6K Buy
119
+69
+138% +$3.48K ﹤0.01% 709
2020
Q2 		$2K Sell
50
-21
-30% -$840 ﹤0.01% 1089
2020
Q1 		$2K Buy
71
+26
+58% +$732 ﹤0.01% 1055
2019
Q4 		$2K Hold
45
– – ﹤0.01% 1176
2019
Q3 		$2K Sell
45
-8
-15% -$356 ﹤0.01% 1109
2019
Q2 		$2K Buy
53
+8
+18% +$302 ﹤0.01% 1039
2019
Q1 		$1K Hold
45
– – ﹤0.01% 1275
2018
Q4 		$1K Sell
45
-48
-52% -$1.07K ﹤0.01% 1268
2018
Q3 		$2K Sell
93
-50
-35% -$1.08K ﹤0.01% 1052
2018
Q2 		$4K Buy
143
+98
+218% +$2.74K ﹤0.01% 865
2018
Q1 		$1K Hold
45
– – ﹤0.01% 1195
2017
Q4 		$1K Hold
45
– – ﹤0.01% 1243
2017
Q3 		$1K Hold
45
– – ﹤0.01% 1174
2017
Q2 		$1K Hold
45
– – ﹤0.01% 1191
2017
Q1 		$1K Hold
45
– – ﹤0.01% 1143
2016
Q4 		$1K Hold
45
– – ﹤0.01% 1211
2016
Q3 		$1K Hold
45
– – ﹤0.01% 1186
2016
Q2 		$1K Hold
45
– – ﹤0.01% 1120
2016
Q1 		$1K Hold
45
– – ﹤0.01% 1130
2015
Q4 		$1K Hold
45
– – ﹤0.01% 956
2015
Q3 		$1K Hold
45
– – ﹤0.01% 908
2015
Q2 		$1K Hold
45
– – ﹤0.01% 899
2015
Q1 		$1K Hold
45
– – ﹤0.01% 821
2014
Q4 		$1K Hold
45
– – ﹤0.01% 822
2014
Q3 		$1K Hold
45
– – ﹤0.01% 822
2014
Q2 		$1K Hold
45
– – ﹤0.01% 837
2014
Q1 		$1K Hold
45
– – ﹤0.01% 810
2013
Q4 		$1K Hold
45
– – ﹤0.01% 791
2013
Q3 		$1K Buy
+45
New +$1K ﹤0.01% 714