Glassman Wealth Services’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,183
| Closed | -$26.6K | – | 1424 |
|
|
2023
Q4 | $26.6K | Buy |
1,183
+681
| +136% | +$15.3K | ﹤0.01% | 622 |
|
|
2023
Q3 | $11K | Sell |
502
-36
| -7% | -$789 | ﹤0.01% | 829 |
|
|
2023
Q2 | $15.2K | Hold |
538
| – | – | ﹤0.01% | 693 |
|
|
2023
Q1 | $14.7K | Sell |
538
-42
| -7% | -$1.15K | ﹤0.01% | 711 |
|
|
2022
Q4 | $15.9K | Sell |
580
-51
| -8% | -$1.4K | ﹤0.01% | 713 |
|
|
2022
Q3 | $13K | Buy |
631
+17
| +3% | +$350 | ﹤0.01% | 732 |
|
|
2022
Q2 | $15K | Buy |
614
+218
| +55% | +$5.33K | ﹤0.01% | 709 |
|
|
2022
Q1 | $12K | Sell |
396
-81
| -17% | -$2.46K | ﹤0.01% | 783 |
|
|
2021
Q4 | $16K | Sell |
477
-28
| -6% | -$939 | ﹤0.01% | 674 |
|
|
2021
Q3 | $20K | Buy |
505
+51
| +11% | +$2.02K | ﹤0.01% | 582 |
|
|
2021
Q2 | $17K | Buy |
454
+12
| +3% | +$449 | ﹤0.01% | 620 |
|
|
2021
Q1 | $18K | Buy |
442
+66
| +18% | +$2.69K | ﹤0.01% | 559 |
|
|
2020
Q4 | $13K | Buy |
376
+100
| +36% | +$3.46K | ﹤0.01% | 650 |
|
|
2020
Q3 | $8K | Buy |
276
+117
| +74% | +$3.39K | ﹤0.01% | 674 |
|
|
2020
Q2 | $5K | Buy |
+159
| New | +$5K | ﹤0.01% | 631 |
|
|
2020
Q1 | – | Sell |
-15
| Closed | -$1K | – | 1474 |
|
|
2019
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1007 |
|
|
2018
Q4 | – | Sell |
-403
| Closed | -$18K | – | 943 |
|
|
2018
Q3 | $18K | Buy |
+403
| New | +$18K | 0.01% | 339 |
|
|
2018
Q2 | – | Sell |
-89
| Closed | -$4K | – | 919 |
|
|
2018
Q1 | $4K | Hold |
89
| – | – | ﹤0.01% | 462 |
|
|
2017
Q4 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 437 |
|