EWM
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Executive Wealth Management’s Prudential PUK Stock Holding History

Executive Wealth Management’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,108
Closed -$90K – 614
2019
Q2 		$90K Buy
2,108
+43
+2% +$1.84K 0.01% 223
2019
Q1 		$81K Hold
2,065
– – 0.01% 213
2018
Q4 		$71K Buy
+2,065
New +$71K 0.01% 234