44 Wealth Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,623
| Closed | -$367K | – | 198 |
|
|
2024
Q3 | $367K | Buy |
+21,623
| New | +$367K | 0.13% | 153 |
|
|
2023
Q2 | $356K | Buy |
12,561
+3,487
| +38% | +$98.8K | 0.12% | 126 |
|
|
2023
Q1 | $248K | Sell |
9,074
-70
| -0.8% | -$1.91K | 0.08% | 154 |
|
|
2022
Q4 | $251K | Buy |
+9,144
| New | +$251K | 0.09% | 155 |
|