Bourgeon Capital Management’s Prudential PUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-52	Closed	-$1.17K	–	302
2023 Q4	$1.17K	Buy	52 +24	+86%	+$539	﹤0.01%	329
2023 Q3	$614	Buy	+28	New	+$614	﹤0.01%	329