WA
WESPAC Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,290
| Closed | -$874K | – | 141 |
|
|
2021
Q4 | $874K | Sell |
15,290
-1,070
| -7% | -$61.2K | 0.59% | 71 |
|
|
2021
Q3 | $751K | Buy |
16,360
+6,518
| +66% | +$299K | 0.46% | 77 |
|
|
2021
Q2 | $537K | Sell |
9,842
-16,596
| -63% | -$906K | 1.03% | 48 |
|
|
2021
Q1 | $1.39M | Sell |
26,438
-4,960
| -16% | -$260K | 1.04% | 30 |
|
|
2020
Q4 | $1.35M | Buy |
31,398
+3,058
| +11% | +$132K | 1.05% | 38 |
|
|
2020
Q3 | $1.31M | Buy |
28,340
+14,205
| +100% | +$658K | 1.62% | 22 |
|
|
2020
Q2 | $481K | Buy |
+14,135
| New | +$481K | 0.55% | 62 |
|
|
2020
Q1 | – | Sell |
-15,207
| Closed | -$590K | – | 78 |
|
|
2019
Q4 | $590K | Buy |
+15,207
| New | +$590K | 0.58% | 63 |
|