CIBC Private Wealth Group’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35K | Sell |
94
-122
| -56% | -$3.05K | ﹤0.01% | 2601 |
|
|
2025
Q1 | $3.89K | Buy |
+216
| New | +$3.89K | ﹤0.01% | 2526 |
|
|
2024
Q4 | – | Sell |
-184
| Closed | -$3.41K | – | 3146 |
|
|
2024
Q3 | $3.41K | Sell |
184
-793
| -81% | -$14.7K | ﹤0.01% | 2704 |
|
|
2024
Q2 | $18.1K | Buy |
977
+130
| +15% | +$2.41K | ﹤0.01% | 2073 |
|
|
2024
Q1 | $16.1K | Buy |
+847
| New | +$16.1K | ﹤0.01% | 2118 |
|
|
2018
Q3 | – | Sell |
-137
| Closed | -$6K | – | 1532 |
|
|
2018
Q2 | $6K | Buy |
137
+65
| +90% | +$2.85K | ﹤0.01% | 1685 |
|
|
2018
Q1 | $4K | Hold |
72
| – | – | ﹤0.01% | 1711 |
|
|
2017
Q4 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 1735 |
|