SWA

Sutton Wealth Advisors’s Pultegroup PHM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$19.5K	Buy	263 +38	+17%	+$2.81K	0.01%	361
2023 Q2	$17.5K	Hold	225	–	–	0.01%	363
2023 Q1	$13.1K	Hold	225	–	–	0.01%	369
2022 Q4	$10.2K	Sell	225 -2	-0.9%	-$91	﹤0.01%	935
2022 Q3	$8.51K	Hold	227	–	–	﹤0.01%	943
2022 Q2	$9K	Sell	227 -17	-7%	-$674	﹤0.01%	931
2022 Q1	$10.2K	Buy	244 +13	+6%	+$545	﹤0.01%	926
2021 Q4	$13.2K	Hold	231	–	–	﹤0.01%	842
2021 Q3	$10.6K	Hold	231	–	–	﹤0.01%	889
2021 Q2	$12.6K	Hold	231	–	–	﹤0.01%	834
2021 Q1	$12.1K	Buy	231 +24	+12%	+$1.26K	﹤0.01%	821
2020 Q4	$8.93K	Sell	207 -180	-47%	-$7.76K	﹤0.01%	847
2020 Q3	$17.9K	Hold	387	–	–	0.01%	574
2020 Q2	$13.2K	Buy	387 +99	+34%	+$3.37K	0.01%	638
2020 Q1	$6.43K	Hold	288	–	–	﹤0.01%	768
2019 Q4	$11.2K	Hold	288	–	–	0.01%	790
2019 Q3	$10.5K	Hold	288	–	–	0.01%	774
2019 Q2	$9.11K	Hold	288	–	–	0.01%	795
2019 Q1	$8.05K	Hold	288	–	–	﹤0.01%	837
2018 Q4	$7.49K	Hold	288	–	–	﹤0.01%	805
2018 Q3	$7.13K	Hold	288	–	–	﹤0.01%	846
2018 Q2	$8.28K	Hold	288	–	–	0.01%	865
2018 Q1	$8.49K	Hold	288	–	–	0.01%	856
2017 Q4	$9.58K	Hold	288	–	–	0.01%	796
2017 Q3	$7.87K	Hold	288	–	–	0.01%	807
2017 Q2	$7.07K	Hold	288	–	–	0.01%	819
2017 Q1	$6.78K	Hold	288	–	–	0.01%	800
2016 Q4	$5.29K	Hold	288	–	–	﹤0.01%	835
2016 Q3	$5.77K	Hold	288	–	–	0.01%	790
2016 Q2	$5.61K	Buy	288 +180	+167%	+$3.51K	0.01%	762
2016 Q1	$2.02K	Buy	+108	New	+$2.02K	﹤0.01%	875