Baldwin Wealth Partners’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-258
| Closed | -$11K | – | 534 |
|
|
2018
Q3 | $11K | Hold |
258
| – | – | ﹤0.01% | 458 |
|
|
2018
Q2 | $11K | Hold |
258
| – | – | ﹤0.01% | 451 |
|
|
2018
Q1 | $13K | Hold |
258
| – | – | ﹤0.01% | 418 |
|
|
2017
Q4 | $13K | Hold |
258
| – | – | ﹤0.01% | 405 |
|
|
2017
Q3 | $12K | Hold |
258
| – | – | ﹤0.01% | 402 |
|
|
2017
Q2 | $12K | Hold |
258
| – | – | ﹤0.01% | 415 |
|
|
2017
Q1 | $11K | Buy |
+258
| New | +$11K | ﹤0.01% | 419 |
|