WEC
Winslow Evans & Crocker’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $351K | Sell |
8,143
-1,350
| -14% | -$58.2K | 0.07% | 241 |
|
|
2020
Q3 | $439K | Hold |
9,493
| – | – | 0.11% | 182 |
|
|
2020
Q2 | $323K | Sell |
9,493
-1
| -0% | -$34 | 0.09% | 218 |
|
|
2020
Q1 | $212K | Hold |
9,494
| – | – | 0.07% | 232 |
|
|
2019
Q4 | $370K | Hold |
9,494
| – | – | 0.09% | 209 |
|
|
2019
Q3 | $348K | Buy |
9,494
+278
| +3% | +$10.2K | 0.1% | 216 |
|
|
2019
Q2 | $292K | Sell |
9,216
-266
| -3% | -$8.43K | 0.08% | 242 |
|
|
2019
Q1 | $266K | Buy |
9,482
+42
| +0.4% | +$1.18K | 0.08% | 258 |
|
|
2018
Q4 | $246K | Sell |
9,440
-900
| -9% | -$23.5K | 0.08% | 234 |
|
|
2018
Q3 | $258K | Hold |
10,340
| – | – | 0.08% | 236 |
|
|
2018
Q2 | $298K | Hold |
10,340
| – | – | 0.09% | 206 |
|
|
2018
Q1 | $305K | Hold |
10,340
| – | – | 0.1% | 195 |
|
|
2017
Q4 | $344K | Hold |
10,340
| – | – | 0.11% | 191 |
|
|
2017
Q3 | $283K | Sell |
10,340
-1,150
| -10% | -$31.4K | 0.09% | 208 |
|
|
2017
Q2 | $281K | Buy |
11,490
+400
| +4% | +$9.77K | 0.08% | 263 |
|
|
2017
Q1 | $261K | Sell |
11,090
-900
| -8% | -$21.2K | 0.08% | 258 |
|
|
2016
Q4 | $220K | Sell |
11,990
-1,150
| -9% | -$21.1K | 0.07% | 278 |
|
|
2016
Q3 | $263K | Hold |
13,140
| – | – | 0.08% | 259 |
|
|
2016
Q2 | $256K | Hold |
13,140
| – | – | 0.08% | 244 |
|
|
2016
Q1 | $246K | Sell |
13,140
-500
| -4% | -$9.36K | 0.07% | 235 |
|
|
2015
Q4 | $243K | Hold |
13,640
| – | – | 0.07% | 264 |
|
|
2015
Q3 | $257K | Hold |
13,640
| – | – | 0.08% | 237 |
|
|
2015
Q2 | $275K | Buy |
13,640
+250
| +2% | +$5.04K | 0.08% | 250 |
|
|
2015
Q1 | $298K | Sell |
13,390
-2,150
| -14% | -$47.8K | 0.08% | 241 |
|
|
2014
Q4 | $333K | Sell |
15,540
-728
| -4% | -$15.6K | 0.1% | 215 |
|
|
2014
Q3 | $287K | Buy |
16,268
+3,603
| +28% | +$63.6K | 0.08% | 252 |
|
|
2014
Q2 | $255K | Sell |
12,665
-900
| -7% | -$18.1K | 0.08% | 233 |
|
|
2014
Q1 | $260K | Buy |
13,565
+500
| +4% | +$9.6K | 0.09% | 231 |
|
|
2013
Q4 | $266K | Buy |
+13,065
| New | +$266K | 0.09% | 236 |
|