HHM Wealth Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-227
| Closed | -$4.38K | – | 842 |
|
|
2024
Q1 | $4.38K | Hold |
227
| – | – | ﹤0.01% | 636 |
|
|
2023
Q4 | $5.1K | Hold |
227
| – | – | ﹤0.01% | 621 |
|
|
2023
Q3 | $4.98K | Hold |
227
| – | – | ﹤0.01% | 634 |
|
|
2023
Q2 | $6.43K | Hold |
227
| – | – | ﹤0.01% | 619 |
|
|
2023
Q1 | $6.21K | Hold |
227
| – | – | ﹤0.01% | 608 |
|
|
2022
Q4 | $6.24K | Sell |
227
-2
| -0.9% | -$55 | ﹤0.01% | 512 |
|
|
2022
Q3 | $5K | Hold |
229
| – | – | ﹤0.01% | 539 |
|
|
2022
Q2 | $9K | Buy |
+229
| New | +$9K | ﹤0.01% | 559 |
|
|
2020
Q4 | – | Sell |
-90
| Closed | -$2K | – | 559 |
|
|
2020
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 472 |
|
|
2020
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 444 |
|
|
2020
Q1 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 434 |
|