Altium Wealth Management’s Prudential PUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-9,931	Closed	-$275K	–	360
2020 Q3	$275K	Buy	+9,931	New	+$275K	0.03%	277
2018 Q4	–	Sell	-4,754	Closed	-$212K	–	291
2018 Q3	$212K	Sell	4,754 -1,336	-22%	-$59.6K	0.04%	266
2018 Q2	$270K	Buy	+6,090	New	+$270K	0.07%	197