Dumont & Blake Investment Advisors’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-18,039	Closed	-$756K	–	210
2022 Q1	$756K	Sell	18,039 -198	-1%	-$9.82K	0.21%	123
2021 Q4	$1.04M	Sell	18,237 -40	-0.2%	-$2.05K	0.27%	99
2021 Q3	$839K	Buy	18,277 +200	+1%	+$10.4K	0.24%	109
2021 Q2	$986K	Buy	18,077 +160	+0.9%	+$8.95K	0.28%	98
2021 Q1	$940K	Buy	17,917 +170	+1%	+$7.93K	0.29%	94
2020 Q4	$765K	Sell	17,747 -216	-1%	-$9.57K	0.26%	105
2020 Q3	$832K	Buy	17,963 +208	+1%	+$8.9K	0.32%	95
2020 Q2	$604K	Buy	17,755 +45	+0.3%	+$1.35K	0.26%	105
2020 Q1	$395K	Buy	17,710 +55	+0.3%	+$2.12K	0.21%	116
2019 Q4	$685K	Sell	17,655 -7,880	-31%	-$306K	0.27%	106
2019 Q3	$933K	Buy	25,535 +115	+0.5%	+$3.83K	0.4%	83
2019 Q2	$804K	Hold	25,420	–	–	0.34%	93
2019 Q1	$711K	Hold	25,420	–	–	0.3%	102
2018 Q4	$661K	Sell	25,420 -15,890	-38%	-$393K	0.32%	101
2018 Q3	$1.02M	Buy	41,310 +2,160	+6%	+$61.2K	0.41%	85
2018 Q2	$1.13M	Sell	39,150 -100	-0.3%	-$3.01K	0.49%	66
2018 Q1	$1.16M	Buy	39,250 +50	+0.1%	+$1.55K	0.51%	64
2017 Q4	$1.3M	Sell	39,200 -400	-1%	-$12.4K	0.55%	65
2017 Q3	$1.08M	Hold	39,600	–	–	0.48%	82
2017 Q2	$971K	Buy	39,600 +175	+0.4%	+$4.08K	0.44%	85
2017 Q1	$928K	Buy	+39,425	New	+$849K	0.43%	85