HM Payson & Co’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-138
| Closed | -$3.03K | – | 1026 |
|
|
2023
Q3 | $3.03K | Hold |
138
| – | – | ﹤0.01% | 909 |
|
|
2023
Q2 | $3.91K | Hold |
138
| – | – | ﹤0.01% | 872 |
|
|
2023
Q1 | $3.77K | Buy |
+138
| New | +$3.77K | ﹤0.01% | 878 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$8K | – | 1145 |
|
|
2021
Q3 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 858 |
|
|
2021
Q2 | – | Sell |
-309
| Closed | -$8K | – | 1147 |
|
|
2021
Q1 | $8K | Hold |
309
| – | – | ﹤0.01% | 895 |
|
|
2020
Q4 | $9K | Hold |
309
| – | – | ﹤0.01% | 874 |
|
|
2020
Q3 | $8K | Buy |
+309
| New | +$8K | ﹤0.01% | 859 |
|
|
2020
Q2 | – | Sell |
-309
| Closed | -$8K | – | 919 |
|
|
2020
Q1 | $8K | Hold |
309
| – | – | ﹤0.01% | 760 |
|
|
2019
Q4 | $8K | Hold |
309
| – | – | ﹤0.01% | 827 |
|
|
2019
Q3 | $8K | Buy |
+309
| New | +$8K | ﹤0.01% | 839 |
|