Wealthfront’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-16,005
| Closed | -$472K | – | 515 |
|
|
2018
Q1 | $472K | Buy |
16,005
+2,947
| +23% | +$86.9K | ﹤0.01% | 387 |
|
|
2017
Q4 | $434K | Buy |
+13,058
| New | +$434K | ﹤0.01% | 379 |
|
|
2015
Q4 | – | Sell |
-3,888
| Closed | -$73K | – | 841 |
|
|
2015
Q3 | $73K | Buy |
3,888
+882
| +29% | +$16.6K | ﹤0.01% | 456 |
|
|
2015
Q2 | $61K | Buy |
3,006
+46
| +2% | +$933 | ﹤0.01% | 485 |
|
|
2015
Q1 | $66K | Buy |
2,960
+569
| +24% | +$12.7K | ﹤0.01% | 456 |
|
|
2014
Q4 | $51K | Buy |
2,391
+905
| +61% | +$19.3K | ﹤0.01% | 477 |
|
|
2014
Q3 | $26K | Buy |
1,486
+669
| +82% | +$11.7K | ﹤0.01% | 488 |
|
|
2014
Q2 | $17K | Buy |
817
+467
| +133% | +$9.72K | ﹤0.01% | 497 |
|
|
2014
Q1 | $7K | Buy |
+350
| New | +$7K | ﹤0.01% | 508 |
|