Insight Wealth Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
20,494
+830
| +4% | +$41.3K | 0.4% | 40 |
|
|
2025
Q1 | $978K | Buy |
19,664
+8,049
| +69% | +$400K | 0.16% | 40 |
|
|
2024
Q4 | $576K | Sell |
11,615
-243
| -2% | -$12K | 0.08% | 58 |
|
|
2024
Q3 | $590K | Hold |
11,858
| – | – | 0.12% | 60 |
|
|
2024
Q2 | $589K | Sell |
11,858
-3,356
| -22% | -$167K | 0.1% | 55 |
|
|
2024
Q1 | $756K | Sell |
15,214
-4,555
| -23% | -$226K | 0.13% | 41 |
|
|
2023
Q4 | $976K | Sell |
19,769
-12,788
| -39% | -$632K | 0.17% | 30 |
|
|
2023
Q3 | $1.61M | Sell |
32,557
-7,123
| -18% | -$353K | 0.31% | 18 |
|
|
2023
Q2 | $1.96M | Buy |
+39,680
| New | +$1.96M | 0.45% | 16 |
|