Arkadios Wealth Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-609
| Closed | -$23K | – | 1465 |
|
|
2021
Q3 | $23K | Sell |
609
-18
| -3% | -$680 | ﹤0.01% | 1162 |
|
|
2021
Q2 | $23K | Buy |
627
+3
| +0.5% | +$110 | ﹤0.01% | 1227 |
|
|
2021
Q1 | $25K | Buy |
+624
| New | +$25K | ﹤0.01% | 909 |
|
|
2020
Q2 | – | Sell |
-12
| Closed | -$297 | – | 1100 |
|
|
2020
Q1 | $297 | Buy |
+12
| New | +$297 | ﹤0.01% | 1047 |
|