TFS
TrustCore Financial Services’s Pultegroup PHM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $1.19M | Hold |
26,157
| – | – | 0.1% | 102 |
|
2022
Q3 | $981K | Hold |
26,157
| – | – | 0.09% | 105 |
|
2022
Q2 | $1.04M | Buy |
26,157
+884
| +3% | +$35K | 0.1% | 101 |
|
2022
Q1 | $1.06M | Buy |
25,273
+8,546
| +51% | +$358K | 0.09% | 106 |
|
2021
Q4 | $956K | Buy |
16,727
+114
| +0.7% | +$6.52K | 0.11% | 98 |
|
2021
Q3 | $763K | Buy |
16,613
+1,207
| +8% | +$55.4K | 0.08% | 126 |
|
2021
Q2 | $841K | Buy |
15,406
+719
| +5% | +$39.3K | 0.09% | 117 |
|
2021
Q1 | $770K | Buy |
14,687
+329
| +2% | +$17.2K | 0.09% | 119 |
|
2020
Q4 | $619K | Buy |
14,358
+3,298
| +30% | +$142K | 0.08% | 133 |
|
2020
Q3 | $512K | Buy |
11,060
+3,560
| +47% | +$165K | 0.08% | 141 |
|
2020
Q2 | $255K | Buy |
7,500
+3,750
| +100% | +$128K | 0.04% | 201 |
|
2020
Q1 | $84K | Buy |
+3,750
| New | +$84K | 0.02% | 292 |
|
2019
Q4 | – | Sell |
-143
| Closed | -$5K | – | 941 |
|
2019
Q3 | $5K | Buy |
+143
| New | +$5K | ﹤0.01% | 740 |
|
2018
Q3 | – | Sell |
-203
| Closed | -$6K | – | 928 |
|
2018
Q2 | $6K | Buy |
203
+131
| +182% | +$3.87K | ﹤0.01% | 642 |
|
2018
Q1 | $2K | Hold |
72
| – | – | ﹤0.01% | 645 |
|
2017
Q4 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 623 |
|