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Fiduciary Planning’s Pultegroup PHM Stock Holding History

Fiduciary Planning’s Portfolio PHM Stock Details PHM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-26,383
Closed -$1.2M – 43
2022
Q4 		$1.2M Buy
26,383
+811
+3% +$36.9K 0.58% 16
2022
Q3 		$959K Buy
25,572
+282
+1% +$10.6K 0.49% 20
2022
Q2 		$1M Buy
+25,290
New +$1M 0.5% 20