Veritable’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,677
| Closed | -$363K | – | 591 |
|
|
2023
Q2 | $363K | Sell |
4,677
-42
| -0.9% | -$3.26K | 0.01% | 638 |
|
|
2023
Q1 | $275K | Sell |
4,719
-49
| -1% | -$2.86K | ﹤0.01% | 710 |
|
|
2022
Q4 | $217K | Buy |
+4,768
| New | +$217K | ﹤0.01% | 777 |
|
|
2022
Q1 | – | Sell |
-3,685
| Closed | -$211K | – | 936 |
|
|
2021
Q4 | $211K | Buy |
+3,685
| New | +$211K | ﹤0.01% | 863 |
|
|
2018
Q3 | – | Sell |
-7,037
| Closed | -$202K | – | 830 |
|
|
2018
Q2 | $202K | Buy |
+7,037
| New | +$202K | ﹤0.01% | 755 |
|