Bell Investment Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58K | Buy |
63
+35
| +125% | +$876 | ﹤0.01% | 1439 |
|
|
2025
Q1 | $602 | Buy |
+28
| New | +$602 | ﹤0.01% | 1700 |
|
|
2024
Q4 | – | Sell |
-31
| Closed | -$575 | – | 1943 |
|
|
2024
Q3 | $575 | Sell |
31
-28
| -47% | -$519 | ﹤0.01% | 1750 |
|
|
2024
Q2 | $1.08K | Hold |
59
| – | – | ﹤0.01% | 1595 |
|
|
2024
Q1 | $1.14K | Buy |
59
+2
| +4% | +$39 | ﹤0.01% | 1567 |
|
|
2023
Q4 | $1.28K | Sell |
57
-15
| -21% | -$337 | ﹤0.01% | 1507 |
|
|
2023
Q3 | $1.58K | Buy |
72
+19
| +36% | +$417 | ﹤0.01% | 1388 |
|
|
2023
Q2 | $1.5K | Buy |
53
+18
| +51% | +$510 | ﹤0.01% | 1435 |
|
|
2023
Q1 | $957 | Sell |
35
-19
| -35% | -$520 | ﹤0.01% | 1594 |
|
|
2022
Q4 | $1.48K | Sell |
54
-3
| -5% | -$82 | ﹤0.01% | 1435 |
|
|
2022
Q3 | $1K | Sell |
57
-8
| -12% | -$140 | ﹤0.01% | 1536 |
|
|
2022
Q2 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 1214 |
|
|
2021
Q4 | $2K | Buy |
65
+30
| +86% | +$923 | ﹤0.01% | 1210 |
|
|
2021
Q3 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1528 |
|