KMS Financial Services’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-10,921	Closed	-$210K	–	566
2014 Q1	$210K	Hold	10,921	–	–	0.03%	469
2013 Q4	$222K	Sell	10,921 -1,400	-11%	-$28.5K	0.04%	445
2013 Q3	$203K	Buy	12,321 +1,400	+13%	+$23.1K	0.05%	395
2013 Q2	$207K	Buy	+10,921	New	+$207K	0.06%	331