EverSource Wealth Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Buy |
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|
2025
Q1 | $37.2K | Buy |
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|
2024
Q4 | $8.03K | Sell |
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|
2024
Q3 | $22.1K | Sell |
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|
2024
Q2 | $40.4K | Buy |
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|
2024
Q1 | $26.7K | Sell |
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|
2023
Q4 | $132K | Buy |
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|
2023
Q3 | $113K | Buy |
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|
2023
Q2 | $135K | Buy |
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|
2023
Q1 | $110K | Sell |
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|
2022
Q4 | $112K | Sell |
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|
2022
Q3 | $87K | Buy |
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|
2022
Q2 | $95K | Sell |
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|
2022
Q1 | $118K | Buy |
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|
2021
Q4 | $105K | Buy |
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