AWA
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Amplius Wealth Advisors’s Prudential PUK Stock Holding History

Amplius Wealth Advisors’s Portfolio PUK Stock Details PUK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-17,419
Closed -$437K – 171
2022
Q2 		$437K Buy
17,419
+982
+6% +$24.6K 0.07% 104
2022
Q1 		$486K Buy
16,437
+16,189
+6,528% +$479K 0.07% 103
2021
Q4 		$8K Buy
+248
New +$8K ﹤0.01% 642