KWA
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Kingswood Wealth Advisors’s Pultegroup PHM Stock Holding History

Kingswood Wealth Advisors’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,222
Closed -$462K – 878
2024
Q3 		$462K Buy
+3,222
New +$462K 0.03% 470