TWMP
Taylor Wealth Management Partners’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.77M | Sell |
44,551
-6,123
| -12% | -$243K | 1% | 34 |
|
|
2022
Q1 | $2.12M | Sell |
50,674
-69,739
| -58% | -$2.92M | 0.86% | 40 |
|
|
2021
Q4 | $6.88M | Sell |
120,413
-157
| -0.1% | -$8.97K | 2.42% | 17 |
|
|
2021
Q3 | $5.54M | Sell |
120,570
-330
| -0.3% | -$15.2K | 1.98% | 21 |
|
|
2021
Q2 | $6.6M | Buy |
120,900
+595
| +0.5% | +$32.5K | 2.33% | 15 |
|
|
2021
Q1 | $6.31M | Buy |
+120,305
| New | +$6.31M | 2.3% | 17 |
|