Balboa Wealth Partners’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,580	Closed	-$227K	–	373
2024 Q3	$227K	Buy	+1,580	New	+$227K	0.06%	245
2023 Q3	–	Sell	-5,403	Closed	-$420K	–	313
2023 Q2	$420K	Buy	+5,403	New	+$420K	0.15%	128