WLPWM
Walled Lake Planning & Wealth Management’s Pultegroup PHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-612
| Closed | -$28K | – | 258 |
|
|
2021
Q3 | $28K | Hold |
612
| – | – | 0.02% | 198 |
|
|
2021
Q2 | $33K | Hold |
612
| – | – | 0.02% | 178 |
|
|
2021
Q1 | $32K | Hold |
612
| – | – | 0.02% | 169 |
|
|
2020
Q4 | $26K | Hold |
612
| – | – | 0.02% | 163 |
|
|
2020
Q3 | $28K | Hold |
612
| – | – | 0.02% | 155 |
|
|
2020
Q2 | $21K | Buy |
612
+4
| +0.7% | +$137 | 0.02% | 150 |
|
|
2020
Q1 | $14K | Buy |
608
+2
| +0.3% | +$46 | 0.01% | 166 |
|
|
2019
Q4 | $24K | Buy |
+606
| New | +$24K | 0.02% | 154 |
|