Wealthstreet Investment 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 |
-7,796
| Closed | -$409K | – | 257 |
|
|
2021
Q1 | $409K | Hold |
7,796
| – | – | 0.04% | 275 |
|
|
2020
Q4 | $336K | Sell |
7,796
-55
| -0.7% | -$2.37K | 0.03% | 287 |
|
|
2020
Q3 | $363K | Hold |
7,851
| – | – | 0.04% | 258 |
|
|
2020
Q2 | $267K | Buy |
+7,851
| New | +$267K | 0.03% | 282 |
|
|
2020
Q1 | – | Sell |
-8,951
| Closed | -$347K | – | 337 |
|
|
2019
Q4 | $347K | Hold |
8,951
| – | – | 0.04% | 271 |
|
|
2019
Q3 | $349K | Hold |
8,951
| – | – | 0.04% | 259 |
|
|
2019
Q2 | $283K | Sell |
8,951
-280
| -3% | -$8.85K | 0.04% | 289 |
|
|
2019
Q1 | $258K | Hold |
9,231
| – | – | 0.03% | 296 |
|
|
2018
Q4 | $250K | Sell |
9,231
-6,500
| -41% | -$176K | 0.04% | 285 |
|
|
2018
Q3 | $390K | Sell |
15,731
-750
| -5% | -$18.6K | 0.05% | 261 |
|
|
2018
Q2 | $474K | Sell |
16,481
-200
| -1% | -$5.75K | 0.06% | 244 |
|
|
2018
Q1 | $492K | Hold |
16,681
| – | – | 0.06% | 238 |
|
|
2017
Q4 | $555K | Buy |
+16,681
| New | +$555K | 0.07% | 221 |
|