ZAM
Zevin Asset Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-105,720
| Closed | -$2.13M | – | 142 |
|
|
2014
Q2 | $2.13M | Sell |
105,720
-4,560
| -4% | -$91.9K | 0.63% | 53 |
|
|
2014
Q1 | $2.12M | Buy |
110,280
+10,071
| +10% | +$193K | 0.67% | 49 |
|
|
2013
Q4 | $2.04M | Buy |
+100,209
| New | +$2.04M | 0.58% | 52 |
|