Concord Wealth Partners’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-32
| Closed | -$701 | – | 976 |
|
|
2023
Q3 | $701 | Hold |
32
| – | – | ﹤0.01% | 964 |
|
|
2023
Q2 | $906 | Hold |
32
| – | – | ﹤0.01% | 959 |
|
|
2023
Q1 | $875 | Hold |
32
| – | – | ﹤0.01% | 909 |
|
|
2022
Q4 | $879 | Buy |
+32
| New | +$879 | ﹤0.01% | 1087 |
|
|
2022
Q3 | – | Sell |
-32
| Closed | -$1K | – | 883 |
|
|
2022
Q2 | $1K | Sell |
32
-37
| -54% | -$1.16K | ﹤0.01% | 1177 |
|
|
2022
Q1 | $2K | Buy |
69
+37
| +116% | +$1.07K | ﹤0.01% | 1125 |
|
|
2021
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1254 |
|
|
2021
Q3 | $1K | Sell |
32
-1
| -3% | -$31 | ﹤0.01% | 857 |
|
|
2021
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 999 |
|
|
2021
Q1 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 942 |
|