Clearstead Advisors’s Prudential PUK Stock Holding History

Clearstead Advisors’s Portfolio PUK Stock Details PUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$470	Buy
2023 Q4	–	Sell
2023 Q3	$7.02K	Buy
2021 Q3	–	Sell
2021 Q2	$2K	Buy