AFWM
AMJ Financial Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.3M | Buy |
447,950
+264,560
| +144% | +$13.2M | 5.55% | 1 |
|
2025
Q1 | $9.12M | Buy |
+183,390
| New | +$9.12M | 2.69% | 14 |
|
2024
Q2 | – | Sell |
-75,537
| Closed | -$3.75M | – | 80 |
|
2024
Q1 | $3.75M | Buy |
75,537
+71,279
| +1,674% | +$3.54M | 1.25% | 32 |
|
2023
Q4 | $210K | Sell |
4,258
-688
| -14% | -$34K | 0.09% | 64 |
|
2023
Q3 | $245K | Sell |
4,946
-13,151
| -73% | -$651K | 0.11% | 59 |
|
2023
Q2 | $894K | Sell |
18,097
-751
| -4% | -$37.1K | 0.39% | 47 |
|
2023
Q1 | $929K | Sell |
18,848
-322,265
| -94% | -$15.9M | 0.6% | 30 |
|
2022
Q4 | $16.7M | Sell |
341,113
-6,834
| -2% | -$336K | 9.91% | 1 |
|
2022
Q3 | $17.1M | Buy |
347,947
+5,723
| +2% | +$281K | 11.1% | 1 |
|
2022
Q2 | $16.8M | Buy |
342,224
+212,696
| +164% | +$10.4M | 14.18% | 1 |
|
2022
Q1 | $6.37M | Buy |
129,528
+124,037
| +2,259% | +$6.1M | 2.55% | 18 |
|
2021
Q4 | $272K | Buy |
+5,491
| New | +$272K | 0.1% | 81 |
|