DWA
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Delap Wealth Advisory’s Pultegroup PHM Stock Holding History

Delap Wealth Advisory’s Portfolio PHM Stock Details PHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,330
Closed -$402K – 248
2024
Q1 		$402K Buy
+3,330
New +$402K 0.16% 98