Washington Trust’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13
| Closed | -$963 | – | 926 |
|
|
2023
Q3 | $963 | Sell |
13
-8
| -38% | -$593 | ﹤0.01% | 851 |
|
|
2023
Q2 | $1.63K | Sell |
21
-14
| -40% | -$1.09K | ﹤0.01% | 805 |
|
|
2023
Q1 | $2.04K | Sell |
35
-4
| -10% | -$233 | ﹤0.01% | 809 |
|
|
2022
Q4 | $1.78K | Buy |
39
+2
| +5% | +$91 | ﹤0.01% | 828 |
|
|
2022
Q3 | $1K | Sell |
37
-2
| -5% | -$54 | ﹤0.01% | 887 |
|
|
2022
Q2 | $2K | Sell |
39
-1
| -3% | -$51 | ﹤0.01% | 813 |
|
|
2022
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 841 |
|
|
2021
Q4 | $2K | Sell |
40
-2
| -5% | -$100 | ﹤0.01% | 849 |
|
|
2021
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 971 |
|
|
2021
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 955 |
|
|
2021
Q1 | $2K | Buy |
42
+1
| +2% | +$48 | ﹤0.01% | 915 |
|
|
2020
Q4 | $2K | Sell |
41
-4
| -9% | -$195 | ﹤0.01% | 890 |
|
|
2020
Q3 | $2K | Sell |
45
-10
| -18% | -$444 | ﹤0.01% | 883 |
|
|
2020
Q2 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 782 |
|