Focused Wealth Management’s Prudential PUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-309	Closed	-$11K	–	718
2019 Q4	$11K	Hold	309	–	–	﹤0.01%	476
2019 Q3	$11K	Hold	309	–	–	﹤0.01%	468
2019 Q2	$13K	Hold	309	–	–	﹤0.01%	464
2019 Q1	$12K	Hold	309	–	–	﹤0.01%	431
2018 Q4	$11K	Hold	309	–	–	﹤0.01%	437
2018 Q3	$14K	Hold	309	–	–	﹤0.01%	402
2018 Q2	$14K	Hold	309	–	–	﹤0.01%	396
2018 Q1	$15K	Hold	309	–	–	﹤0.01%	417
2017 Q4	$15K	Hold	309	–	–	﹤0.01%	411
2017 Q3	$14K	Hold	309	–	–	﹤0.01%	386
2017 Q2	$14K	Hold	309	–	–	0.01%	422
2017 Q1	$13K	Hold	309	–	–	0.01%	430
2016 Q4	$12K	Hold	309	–	–	0.01%	450
2016 Q3	$11K	Hold	309	–	–	﹤0.01%	431
2016 Q2	$10K	Hold	309	–	–	﹤0.01%	438
2016 Q1	$11K	Hold	309	–	–	0.01%	387
2015 Q4	$14K	Hold	309	–	–	0.01%	360
2015 Q3	$13K	Hold	309	–	–	0.01%	356
2015 Q2	$15K	Hold	309	–	–	0.01%	352
2015 Q1	$15K	Hold	309	–	–	0.01%	362
2014 Q4	$14K	Hold	309	–	–	0.01%	359
2014 Q3	$13K	Hold	309	–	–	0.01%	381
2014 Q2	$14K	Hold	309	–	–	0.01%	366
2014 Q1	$13K	Hold	309	–	–	0.01%	351
2013 Q4	$14K	Hold	309	–	–	0.01%	344
2013 Q3	$11K	Buy	+309	New	+$11K	0.01%	343