WIA
Westbourne Investment Advisors’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-19,700
| Closed | -$464K | – | 108 |
|
|
2017
Q1 | $464K | Sell |
19,700
-98,315
| -83% | -$2.32M | 0.38% | 68 |
|
|
2016
Q4 | $2.17M | Sell |
118,015
-12,220
| -9% | -$225K | 1.9% | 15 |
|
|
2016
Q3 | $2.61M | Sell |
130,235
-3,475
| -3% | -$69.6K | 2.31% | 9 |
|
|
2016
Q2 | $2.61M | Buy |
133,710
+640
| +0.5% | +$12.5K | 2.36% | 9 |
|
|
2016
Q1 | $2.49M | Buy |
133,070
+10,525
| +9% | +$197K | 2.38% | 9 |
|
|
2015
Q4 | $2.18M | Buy |
122,545
+3,050
| +3% | +$54.4K | 2.11% | 10 |
|
|
2015
Q3 | $2.26M | Buy |
119,495
+45,700
| +62% | +$862K | 2.26% | 8 |
|
|
2015
Q2 | $1.49M | Buy |
+73,795
| New | +$1.49M | 1.35% | 25 |
|