Financial Synergies Wealth Advisors’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	-47	Closed	-$937	–	494
2022 Q3	$937	Hold	47	–	–	﹤0.01%	306
2022 Q2	$1.18K	Buy	+47	New	+$1.18K	﹤0.01%	294