Valeo Financial Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-38
| Closed | -$2K | – | 1354 |
|
|
2021
Q1 | $2K | Buy |
38
+31
| +443% | +$1.63K | ﹤0.01% | 1725 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1760 |
|
|
2020
Q3 | $0 | Sell |
7
-554
| -99% | – | ﹤0.01% | 1931 |
|
|
2020
Q2 | $19K | Buy |
561
+523
| +1,376% | +$17.7K | ﹤0.01% | 1023 |
|
|
2020
Q1 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 1638 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | – | – | 1626 |
|
|
2019
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1643 |
|
|
2018
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1660 |
|
|
2018
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1830 |
|
|
2018
Q2 | – | Sell |
-1,495
| Closed | -$44K | – | 1716 |
|
|
2018
Q1 | $44K | Buy |
1,495
+465
| +45% | +$13.7K | 0.01% | 513 |
|
|
2017
Q4 | $34K | Buy |
1,030
+3
| +0.3% | +$99 | 0.01% | 554 |
|
|
2017
Q3 | $28K | Buy |
+1,027
| New | +$28K | 0.01% | 506 |
|