Carolinas Wealth Consulting’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-181
| Closed | -$3.89K | – | 717 |
|
2025
Q1 | $3.89K | Sell |
181
-26
| -13% | -$559 | ﹤0.01% | 647 |
|
2024
Q4 | $3.3K | Buy |
+207
| New | +$3.3K | ﹤0.01% | 715 |
|
2024
Q3 | – | Sell |
-279
| Closed | -$5.11K | – | 1086 |
|
2024
Q2 | $5.11K | Buy |
279
+200
| +253% | +$3.67K | ﹤0.01% | 647 |
|
2024
Q1 | $1.52K | Sell |
79
-107
| -58% | -$2.06K | ﹤0.01% | 832 |
|
2023
Q4 | $4.18K | Hold |
186
| – | – | ﹤0.01% | 643 |
|
2023
Q3 | $3.9K | Buy |
186
+39
| +27% | +$818 | ﹤0.01% | 644 |
|
2023
Q2 | $4.16K | Sell |
147
-17
| -10% | -$481 | ﹤0.01% | 697 |
|
2023
Q1 | $4.48K | Sell |
164
-73
| -31% | -$2K | ﹤0.01% | 704 |
|
2022
Q4 | $6.51K | Buy |
+237
| New | +$6.51K | ﹤0.01% | 665 |
|