Destination Wealth Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-763
| Closed | -$32K | – | 414 |
|
|
2019
Q2 | $32K | Sell |
763
-58
| -7% | -$2.43K | ﹤0.01% | 333 |
|
|
2019
Q1 | $32K | Hold |
821
| – | – | ﹤0.01% | 337 |
|
|
2018
Q4 | $28K | Hold |
821
| – | – | ﹤0.01% | 332 |
|
|
2018
Q3 | $37K | Hold |
821
| – | – | ﹤0.01% | 337 |
|
|
2018
Q2 | $36K | Hold |
821
| – | – | ﹤0.01% | 300 |
|
|
2018
Q1 | $41K | Buy |
+821
| New | +$41K | ﹤0.01% | 276 |
|