Creative Planning’s Prudential Bancorp, Inc. PBIP Stock Holding History

Creative Planning’s Portfolio PBIP Stock Details PBIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,000	Closed	-$151K	–	2366
2022 Q2	$151K	Hold	10,000	–	–	﹤0.01%	1913
2022 Q1	$165K	Hold	10,000	–	–	﹤0.01%	1920
2021 Q4	$136K	Hold	10,000	–	–	﹤0.01%	1928
2021 Q3	$153K	Buy	+10,000	New	+$153K	﹤0.01%	1891
2021 Q2	–	Sell	-10,000	Closed	-$148K	–	2437
2021 Q1	$148K	Hold	10,000	–	–	﹤0.01%	2124
2020 Q4	$139K	Hold	10,000	–	–	﹤0.01%	1928
2020 Q3	$105K	Hold	10,000	–	–	﹤0.01%	1778
2020 Q2	$120K	Hold	10,000	–	–	﹤0.01%	1607
2020 Q1	$148K	Hold	10,000	–	–	﹤0.01%	1443
2019 Q4	$185K	Hold	10,000	–	–	﹤0.01%	1646
2019 Q3	$170K	Hold	10,000	–	–	﹤0.01%	1633
2019 Q2	$189K	Hold	10,000	–	–	﹤0.01%	1627
2019 Q1	$174K	Hold	10,000	–	–	﹤0.01%	1607
2018 Q4	$176K	Hold	10,000	–	–	﹤0.01%	1524
2018 Q3	$173K	Hold	10,000	–	–	﹤0.01%	1691
2018 Q2	$193K	Hold	10,000	–	–	﹤0.01%	1637
2018 Q1	$181K	Hold	10,000	–	–	﹤0.01%	1627
2017 Q4	$176K	Hold	10,000	–	–	﹤0.01%	1631
2017 Q3	$185K	Hold	10,000	–	–	﹤0.01%	1610
2017 Q2	$182K	Hold	10,000	–	–	﹤0.01%	1565
2017 Q1	$179K	Hold	10,000	–	–	﹤0.01%	1547
2016 Q4	$171K	Hold	10,000	–	–	﹤0.01%	1481
2016 Q3	$145K	Hold	10,000	–	–	﹤0.01%	1594
2016 Q2	$141K	Sell	10,000 -1,416	-12%	-$20K	﹤0.01%	1447
2016 Q1	$163K	Buy	11,416 +10,000	+706%	+$143K	﹤0.01%	1318
2015 Q4	$22K	Hold	1,416	–	–	﹤0.01%	2751
2015 Q3	$20K	Buy	+1,416	New	+$20K	﹤0.01%	2718
2015 Q2	–	Sell	-1,416	Closed	-$18K	–	3174
2015 Q1	$18K	Hold	1,416	–	–	﹤0.01%	2785
2014 Q4	$18K	Buy	+1,416	New	+$18K	﹤0.01%	2714
2013 Q4	–	Sell	-1,416	Closed	-$15K	–	3520
2013 Q3	$15K	Hold	1,416	–	–	﹤0.01%	2260
2013 Q2	$15K	Buy	+1,416	New	+$15K	﹤0.01%	2096