Atwood & Palmer’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-131
| Closed | -$5K | – | 325 |
|
|
2017
Q1 | $5K | Hold |
131
| – | – | ﹤0.01% | 263 |
|
|
2016
Q4 | $5K | Hold |
131
| – | – | ﹤0.01% | 290 |
|
|
2016
Q3 | $5K | Hold |
131
| – | – | ﹤0.01% | 287 |
|
|
2016
Q2 | $4K | Hold |
131
| – | – | ﹤0.01% | 279 |
|
|
2016
Q1 | $5K | Sell |
131
-107
| -45% | -$4.08K | ﹤0.01% | 280 |
|
|
2015
Q4 | $10K | Hold |
238
| – | – | ﹤0.01% | 320 |
|
|
2015
Q3 | $10K | Hold |
238
| – | – | ﹤0.01% | 332 |
|
|
2015
Q2 | $11K | Buy |
+238
| New | +$11K | ﹤0.01% | 282 |
|