FinTrust Capital Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $15.4K | Buy |
830
+221
| +36% | +$4.1K | ﹤0.01% | 853 |
|
2024
Q2 | $11.2K | Sell |
609
-62
| -9% | -$1.14K | ﹤0.01% | 864 |
|
2024
Q1 | $12.9K | Hold |
671
| – | – | ﹤0.01% | 790 |
|
2023
Q4 | $15.1K | Hold |
671
| – | – | ﹤0.01% | 735 |
|
2023
Q3 | $14.7K | Sell |
671
-304
| -31% | -$6.66K | ﹤0.01% | 709 |
|
2023
Q2 | $26.8K | Hold |
975
| – | – | 0.01% | 582 |
|
2023
Q1 | $26.8K | Hold |
975
| – | – | 0.01% | 581 |
|
2022
Q4 | $26.8K | Buy |
975
+332
| +52% | +$9.12K | 0.01% | 581 |
|
2022
Q3 | $13K | Sell |
643
-253
| -28% | -$5.12K | ﹤0.01% | 806 |
|
2022
Q2 | $22K | Buy |
896
+198
| +28% | +$4.86K | 0.01% | 717 |
|
2022
Q1 | $21K | Buy |
698
+171
| +32% | +$5.15K | ﹤0.01% | 754 |
|
2021
Q4 | $18K | Buy |
527
+84
| +19% | +$2.87K | ﹤0.01% | 767 |
|
2021
Q3 | $17K | Buy |
443
+54
| +14% | +$2.07K | ﹤0.01% | 774 |
|
2021
Q2 | $14K | Sell |
389
-3
| -0.8% | -$108 | ﹤0.01% | 833 |
|
2021
Q1 | $16K | Buy |
392
+166
| +73% | +$6.78K | ﹤0.01% | 763 |
|
2020
Q4 | $8K | Buy |
226
+32
| +16% | +$1.13K | ﹤0.01% | 887 |
|
2020
Q3 | $5 | Hold |
194
| – | – | ﹤0.01% | 956 |
|
2020
Q2 | $6K | Sell |
194
-258
| -57% | -$7.98K | ﹤0.01% | 806 |
|
2020
Q1 | $11K | Buy |
452
+398
| +737% | +$9.69K | 0.01% | 732 |
|
2019
Q4 | $2K | Sell |
54
-629
| -92% | -$23.3K | ﹤0.01% | 1006 |
|
2019
Q3 | $24K | Buy |
683
+52
| +8% | +$1.83K | 0.01% | 597 |
|
2019
Q2 | $27K | Sell |
631
-221
| -26% | -$9.46K | 0.01% | 535 |
|
2019
Q1 | $33K | Buy |
852
+381
| +81% | +$14.8K | 0.01% | 471 |
|
2018
Q4 | $16K | Buy |
+471
| New | +$16K | 0.01% | 652 |
|