Trek Financial’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,429	Closed	-$242K	–	247
2021 Q2	$242K	Buy	4,429 +6	+0.1%	+$328	0.03%	179
2021 Q1	$232K	Buy	+4,423	New	+$232K	0.03%	169