Veritable’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$363K Sell
2023
Q1
$275K Sell
2022
Q4
$217K Buy
2022
Q1
Sell
2021
Q4
$211K Buy
2018
Q3
Sell
2018
Q2
$202K Buy