Holistic Financial Partners’s Prudential PUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,755	Closed	-$87K	–	286
2018 Q1	$87K	Buy	1,755 +97	+6%	+$4.81K	0.07%	129
2017 Q4	$82K	Buy	+1,658	New	+$82K	0.07%	138