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 |
|