V Wealth Advisors’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-26,141
Closed -$1.1M 448
2022
Q1
$1.1M Buy
26,141
+619
+2% +$25.9K 0.18% 133
2021
Q4
$1.46M Buy
25,522
+1,215
+5% +$69.5K 0.21% 108
2021
Q3
$1.12M Buy
24,307
+1,873
+8% +$86K 0.17% 138
2021
Q2
$1.22M Buy
22,434
+338
+2% +$18.4K 0.19% 129
2021
Q1
$1.16M Buy
22,096
+654
+3% +$34.3K 0.21% 119
2020
Q4
$925K Buy
+21,442
New +$925K 0.19% 138