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WealthPLAN Partners’s Pultegroup PHM Stock Holding History

WealthPLAN Partners’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-56
Closed -$4.35K – 901
2023
Q2 		$4.35K Hold
56
– – ﹤0.01% 938
2023
Q1 		$3.26K Buy
+56
New +$3.02K ﹤0.01% 1054
2019
Q2 		– Sell
-6,865
Closed -$219K – 268
2019
Q1 		$219K Buy
+6,865
New +$187K 0.03% 236

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