PWM

PRW Wealth Management’s Pultegroup PHM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-6,165	Closed	-$336K	–	237
2021 Q2	$336K	Buy	+6,165	New	+$336K	0.1%	195
2019 Q2	–	Sell	-94	Closed	-$3K	–	502
2019 Q1	$3K	Hold	94	–	–	﹤0.01%	468
2018 Q4	$2K	Buy	+94	New	+$2K	﹤0.01%	518