Bartlett & Co Wealth Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-34
| Closed | -$1.26K | – | 1042 |
|
|
2021
Q2 | $1.26K | Hold |
34
| – | – | ﹤0.01% | 919 |
|
|
2021
Q1 | $1.42K | Hold |
34
| – | – | ﹤0.01% | 928 |
|
|
2020
Q4 | $1.22K | Buy |
+34
| New | +$1.22K | ﹤0.01% | 1011 |
|
|
2019
Q2 | – | Sell |
-49
| Closed | -$1.97K | – | 796 |
|
|
2019
Q1 | $1.97K | Buy |
+49
| New | +$1.97K | ﹤0.01% | 651 |
|