WFG Advisors’s Pultegroup PHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $13K | Buy |
+521
| New | +$13K | ﹤0.01% | 1062 |
|
|
2016
Q3 | – | Sell |
-78
| Closed | -$2K | – | 1650 |
|
|
2016
Q2 | $2K | Hold |
78
| – | – | ﹤0.01% | 1382 |
|
|
2016
Q1 | $1K | Sell |
78
-350
| -82% | -$4.49K | ﹤0.01% | 1437 |
|
|
2015
Q4 | $8K | Sell |
428
-100
| -19% | -$1.87K | ﹤0.01% | 1132 |
|
|
2015
Q3 | $10K | Hold |
528
| – | – | ﹤0.01% | 1088 |
|
|
2015
Q2 | $11K | Hold |
528
| – | – | ﹤0.01% | 1163 |
|
|
2015
Q1 | $12K | Hold |
528
| – | – | ﹤0.01% | 1148 |
|
|
2014
Q4 | $11K | Hold |
528
| – | – | ﹤0.01% | 1414 |
|
|
2014
Q3 | $9K | Hold |
528
| – | – | ﹤0.01% | 1516 |
|
|
2014
Q2 | $11K | Sell |
528
-100
| -16% | -$2.08K | ﹤0.01% | 1450 |
|
|
2014
Q1 | $12K | Sell |
628
-510
| -45% | -$9.75K | ﹤0.01% | 1413 |
|
|
2013
Q4 | $23K | Hold |
1,138
| – | – | ﹤0.01% | 1302 |
|
|
2013
Q3 | $19K | Buy |
1,138
+867
| +320% | +$14.5K | ﹤0.01% | 1301 |
|
|
2013
Q2 | $5K | Buy |
+271
| New | +$5K | ﹤0.01% | 1669 |
|