GFG
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Greystone Financial Group’s Pultegroup PHM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-23,437
Closed -$982K 90
2022
Q1
$982K Buy
23,437
+2,064
+10% +$86.5K 0.25% 71
2021
Q4
$1.22M Buy
+21,373
New +$1.22M 0.29% 66
2021
Q1
Sell
-142,997
Closed -$7.04M 111
2020
Q4
$7.04M Buy
+142,997
New +$7.04M 1.92% 23