Arete Wealth Advisors’s Prudential PUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-248,560
Closed -$12.3M 732
2023
Q1
$12.3M Buy
248,560
+55,770
+29% +$2.75M 1% 18
2022
Q4
$9.47B Buy
+192,790
New +$9.47B 0.83% 21