GGM Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.56M | Sell |
51,595
-8,320
| -14% | -$413K | 1.42% | 20 |
|
|
2024
Q4 | $2.98M | Sell |
59,915
-2,571
| -4% | -$128K | 1.56% | 21 |
|
|
2024
Q3 | $3.11M | Sell |
62,486
-1,848
| -3% | -$92K | 1.34% | 21 |
|
|
2024
Q2 | $3.2M | Buy |
64,334
+8
| +0% | +$398 | 1.46% | 19 |
|
|
2024
Q1 | $3.19M | Sell |
64,326
-2,717
| -4% | -$135K | 1.48% | 19 |
|
|
2023
Q4 | $3.33M | Sell |
67,043
-3,697
| -5% | -$184K | 1.38% | 19 |
|
|
2023
Q3 | $3.5M | Sell |
70,740
-3,833
| -5% | -$190K | 1.52% | 19 |
|
|
2023
Q2 | $3.67M | Sell |
74,573
-5,238
| -7% | -$258K | 1.49% | 17 |
|
|
2023
Q1 | $3.93M | Buy |
79,811
+5,330
| +7% | +$263K | 2.25% | 16 |
|
|
2022
Q4 | $3.66M | Buy |
74,481
+34,065
| +84% | +$1.68M | 1.89% | 16 |
|
|
2022
Q3 | $1.98M | Buy |
40,416
+25,751
| +176% | +$1.26M | 1.07% | 21 |
|
|
2022
Q2 | $718K | Buy |
14,665
+100
| +0.7% | +$4.9K | 0.4% | 54 |
|
|
2022
Q1 | $716K | Hold |
14,565
| – | – | 0.36% | 57 |
|
|
2021
Q4 | $720K | Buy |
14,565
+900
| +7% | +$44.5K | 0.57% | 39 |
|
|
2021
Q3 | $678K | Buy |
+13,665
| New | +$678K | 0.54% | 38 |
|