Beacon Harbor Wealth Advisors’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-68,882	Closed	-$5.1M	–	86
2023 Q3	$5.1M	Sell	68,882 -512	-0.7%	-$37.9K	1.7%	21
2023 Q2	$5.39M	Buy	+69,394	New	+$5.39M	1.76%	20