Annex Advisory Services’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-64,206	Closed	-$2.77M	–	209
2020 Q4	$2.77M	Buy	64,206 +30,672	+91%	+$1.32M	0.27%	61
2020 Q3	$1.55M	Buy	+33,534	New	+$1.55M	0.2%	58