U.S. Global Investors (USGI)’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-11,483
| Closed | -$446K | – | 189 |
|
2019
Q4 | $446K | Hold |
11,483
| – | – | 0.2% | 118 |
|
2019
Q3 | $420K | Buy |
+11,483
| New | +$420K | 0.23% | 103 |
|
2017
Q2 | – | Sell |
-33,281
| Closed | -$784 | – | 167 |
|
2017
Q1 | $784 | Buy |
33,281
+4,081
| +14% | +$96 | ﹤0.01% | 66 |
|
2016
Q4 | $537K | Buy |
+29,200
| New | +$537K | 0.23% | 77 |
|