Baystate Wealth Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1007 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | – | – | 933 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 964 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 901 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 849 |
|
|
2021
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 809 |
|
|
2019
Q1 | – | Sell |
-71
| Closed | -$3K | – | 696 |
|
|
2018
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 483 |
|
|
2018
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 490 |
|
|
2018
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 509 |
|
|
2018
Q1 | $4K | Hold |
71
| – | – | ﹤0.01% | 451 |
|
|
2017
Q4 | $4K | Hold |
71
| – | – | ﹤0.01% | 450 |
|
|
2017
Q3 | $3K | Sell |
71
-1
| -1% | -$42 | ﹤0.01% | 461 |
|
|
2017
Q2 | $3K | Buy |
72
+1
| +1% | +$42 | ﹤0.01% | 461 |
|
|
2017
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 437 |
|
|
2016
Q4 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 390 |
|