Bedel Financial Consulting’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-400
| Closed | -$12K | – | 709 |
|
|
2022
Q1 | $12K | Hold |
400
| – | – | ﹤0.01% | 629 |
|
|
2021
Q4 | $14K | Hold |
400
| – | – | ﹤0.01% | 632 |
|
|
2021
Q3 | $16K | Sell |
400
-12
| -3% | -$480 | 0.01% | 588 |
|
|
2021
Q2 | $15K | Hold |
412
| – | – | 0.01% | 604 |
|
|
2021
Q1 | $17K | Hold |
412
| – | – | 0.01% | 549 |
|
|
2020
Q4 | $15K | Hold |
412
| – | – | 0.01% | 496 |
|
|
2020
Q3 | $11K | Hold |
412
| – | – | 0.01% | 506 |
|
|
2020
Q2 | $12K | Hold |
412
| – | – | 0.01% | 467 |
|
|
2020
Q1 | $10K | Hold |
412
| – | – | 0.01% | 477 |
|
|
2019
Q4 | $15K | Hold |
412
| – | – | 0.01% | 439 |
|
|
2019
Q3 | $15K | Hold |
412
| – | – | 0.01% | 424 |
|
|
2019
Q2 | $18K | Hold |
412
| – | – | 0.01% | 407 |
|
|
2019
Q1 | $16K | Hold |
412
| – | – | 0.01% | 417 |
|
|
2018
Q4 | $14K | Hold |
412
| – | – | 0.01% | 410 |
|
|
2018
Q3 | $16K | Hold |
412
| – | – | 0.01% | 414 |
|
|
2018
Q2 | $18K | Hold |
412
| – | – | 0.01% | 393 |
|
|
2018
Q1 | $20K | Buy |
+412
| New | +$20K | 0.02% | 386 |
|