NWMG
National Wealth Management Group’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,859
| Closed | -$827K | – | 151 |
|
|
2024
Q1 | $827K | Sell |
6,859
-72
| -1% | -$8.69K | 0.64% | 41 |
|
|
2023
Q4 | $715K | Buy |
+6,931
| New | +$715K | 0.69% | 40 |
|
|
2023
Q1 | – | Sell |
-8,271
| Closed | -$377K | – | 158 |
|
|
2022
Q4 | $377K | Buy |
+8,271
| New | +$377K | 0.45% | 78 |
|