EWA
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EP Wealth Advisors’s Prudential PUK Stock Holding History

EP Wealth Advisors’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,010
Closed -$402K – 557
2022
Q2 		$402K Buy
16,010
+8,679
+118% +$218K 0.01% 420
2022
Q1 		$217K Buy
+7,331
New +$217K ﹤0.01% 557