AO
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Advisor OS’s Prudential PUK Stock Holding History

Advisor OS’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,906
Closed -$200K – 421
2024
Q2 		$200K Buy
10,906
+174
+2% +$3.19K 0.02% 378
2024
Q1 		$207K Buy
10,732
+1,362
+15% +$26.2K 0.02% 372
2023
Q4 		$210K Buy
+9,370
New +$210K 0.03% 318