Evoke Wealth’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-119
| Closed | -$2K | – | 946 |
|
|
2022
Q3 | $2K | Hold |
119
| – | – | ﹤0.01% | 1067 |
|
|
2022
Q2 | $3K | Hold |
119
| – | – | ﹤0.01% | 1002 |
|
|
2022
Q1 | $4K | Sell |
119
-285
| -71% | -$9.58K | ﹤0.01% | 962 |
|
|
2021
Q4 | $14K | Hold |
404
| – | – | ﹤0.01% | 737 |
|
|
2021
Q3 | $15K | Buy |
404
+281
| +228% | +$10.4K | ﹤0.01% | 687 |
|
|
2021
Q2 | $5K | Hold |
123
| – | – | ﹤0.01% | 887 |
|
|
2021
Q1 | $5K | Hold |
123
| – | – | ﹤0.01% | 859 |
|
|
2020
Q4 | $4K | Hold |
123
| – | – | ﹤0.01% | 778 |
|
|
2020
Q3 | $3K | Sell |
123
-116
| -49% | -$2.83K | ﹤0.01% | 794 |
|
|
2020
Q2 | $7K | Hold |
239
| – | – | ﹤0.01% | 606 |
|
|
2020
Q1 | $5.86K | Sell |
239
-1,115
| -82% | -$27.3K | ﹤0.01% | 583 |
|
|
2019
Q4 | $50K | Sell |
1,354
-657
| -33% | -$24.3K | 0.01% | 413 |
|
|
2019
Q3 | $71.8K | Buy |
+2,011
| New | +$71.8K | 0.01% | 419 |
|