Dorsey & Whitney Trust’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,744
| Closed | -$219K | – | 609 |
|
|
2023
Q2 | $219K | Sell |
7,744
-27
| -0.3% | -$765 | 0.02% | 535 |
|
|
2023
Q1 | $212K | Buy |
+7,771
| New | +$212K | 0.02% | 519 |
|
|
2019
Q3 | – | Sell |
-5,744
| Closed | -$244K | – | 443 |
|
|
2019
Q2 | $244K | Buy |
5,744
+596
| +12% | +$25.3K | 0.04% | 326 |
|
|
2019
Q1 | $201K | Buy |
+5,148
| New | +$201K | 0.03% | 368 |
|