IHT Wealth Management’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 |
-796
| Closed | -$38K | – | 1112 |
|
|
2018
Q1 | $38K | Sell |
796
-36
| -4% | -$1.72K | 0.01% | 769 |
|
|
2017
Q4 | $42K | Hold |
832
| – | – | 0.01% | 746 |
|
|
2017
Q3 | $39K | Hold |
832
| – | – | 0.02% | 591 |
|
|
2017
Q2 | $22 | Sell |
832
-48
| -5% | -$1 | 0.01% | 759 |
|
|
2017
Q1 | $36K | Buy |
880
+28
| +3% | +$1.15K | 0.02% | 504 |
|
|
2016
Q4 | $33K | Buy |
+852
| New | +$33K | 0.03% | 489 |
|