LWP
Lumature Wealth Partners’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-278
| Closed | -$12K | – | 430 |
|
|
2022
Q1 | $12K | Sell |
278
-234
| -46% | -$10.1K | ﹤0.01% | 328 |
|
|
2021
Q4 | $29K | Sell |
512
-386
| -43% | -$21.9K | 0.01% | 271 |
|
|
2021
Q3 | $41K | Sell |
898
-163
| -15% | -$7.44K | 0.02% | 243 |
|
|
2021
Q2 | $58K | Sell |
1,061
-125
| -11% | -$6.83K | 0.02% | 224 |
|
|
2021
Q1 | $62K | Sell |
1,186
-6,825
| -85% | -$357K | 0.03% | 212 |
|
|
2020
Q4 | $345K | Buy |
+8,011
| New | +$345K | 0.33% | 94 |
|