Wealthstreet Investment Advisors’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-7,796	Closed	-$409K	–	257
2021 Q1	$409K	Hold	7,796	–	–	0.04%	275
2020 Q4	$336K	Sell	7,796 -55	-0.7%	-$2.44K	0.03%	287
2020 Q3	$363K	Hold	7,851	–	–	0.04%	258
2020 Q2	$267K	Buy	+7,851	New	+$236K	0.03%	282
2020 Q1	–	Sell	-8,951	Closed	-$347K	–	337
2019 Q4	$347K	Hold	8,951	–	–	0.04%	271
2019 Q3	$349K	Hold	8,951	–	–	0.04%	259
2019 Q2	$283K	Sell	8,951 -280	-3%	-$8.74K	0.04%	289
2019 Q1	$258K	Hold	9,231	–	–	0.03%	296
2018 Q4	$250K	Sell	9,231 -6,500	-41%	-$161K	0.04%	285
2018 Q3	$390K	Sell	15,731 -750	-5%	-$21.3K	0.05%	261
2018 Q2	$474K	Sell	16,481 -200	-1%	-$6.02K	0.06%	244
2018 Q1	$492K	Hold	16,681	–	–	0.06%	238
2017 Q4	$555K	Buy	+16,681	New	+$518K	0.07%	221