WealthPLAN Partners’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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	+$3.26K	﹤0.01%	1054
2019 Q2	–	Sell	-6,865	Closed	-$219K	–	265
2019 Q1	$219K	Buy	+6,865	New	+$219K	0.03%	236