Avior Wealth Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-977
| Closed | -$15.6K | – | 1929 |
|
|
2024
Q4 | $15.6K | Buy |
977
+28
| +3% | +$446 | ﹤0.01% | 1482 |
|
|
2024
Q3 | $17.6K | Sell |
949
-273
| -22% | -$5.06K | ﹤0.01% | 1401 |
|
|
2024
Q2 | $22.4K | Sell |
1,222
-741
| -38% | -$13.6K | ﹤0.01% | 1323 |
|
|
2024
Q1 | $37.8K | Buy |
+1,963
| New | +$37.8K | ﹤0.01% | 1336 |
|
|
2021
Q3 | – | Sell |
-66
| Closed | -$2K | – | 1157 |
|
|
2021
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 913 |
|
|
2021
Q1 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 913 |
|
|
2020
Q1 | – | Sell |
-55
| Closed | -$2K | – | 875 |
|
|
2019
Q4 | $2K | Sell |
55
-27
| -33% | -$982 | ﹤0.01% | 724 |
|
|
2019
Q3 | $2K | Buy |
82
+13
| +19% | +$317 | ﹤0.01% | 686 |
|
|
2019
Q2 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 702 |
|