CWM
Curi Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 560 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 704 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 621 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 578 |
|
|
2021
Q1 | – | Sell |
-3
| Closed | – | – | 383 |
|
|
2020
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 487 |
|