Clearstead Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29
| Closed | -$470 | – | 2290 |
|
|
2024
Q4 | $470 | Buy |
+29
| New | +$470 | ﹤0.01% | 1984 |
|
|
2023
Q4 | – | Sell |
-320
| Closed | -$7.02K | – | 1619 |
|
|
2023
Q3 | $7.02K | Buy |
+320
| New | +$7.02K | ﹤0.01% | 1162 |
|
|
2021
Q3 | – | Sell |
-46
| Closed | -$2K | – | 1361 |
|
|
2021
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 1067 |
|