JFS Wealth Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23K | Buy |
289
+168
| +139% | +$4.2K | ﹤0.01% | 963 |
|
|
2025
Q1 | $2.6K | Buy |
+121
| New | +$2.6K | ﹤0.01% | 1368 |
|
|
2024
Q4 | – | Sell |
-203
| Closed | -$3.76K | – | 1984 |
|
|
2024
Q3 | $3.76K | Buy |
203
+53
| +35% | +$983 | ﹤0.01% | 1227 |
|
|
2024
Q2 | $2.75K | Sell |
150
-13
| -8% | -$238 | ﹤0.01% | 1312 |
|
|
2024
Q1 | $3.14K | Buy |
163
+25
| +18% | +$482 | ﹤0.01% | 1279 |
|
|
2023
Q4 | $3.1K | Sell |
138
-21
| -13% | -$472 | ﹤0.01% | 1246 |
|
|
2023
Q3 | $3.49K | Sell |
159
-31
| -16% | -$680 | ﹤0.01% | 1144 |
|
|
2023
Q2 | $5.38K | Buy |
190
+27
| +17% | +$765 | ﹤0.01% | 970 |
|
|
2023
Q1 | $4.46K | Buy |
163
+4
| +3% | +$109 | ﹤0.01% | 1039 |
|
|
2022
Q4 | $4.37K | Buy |
159
+95
| +148% | +$2.61K | ﹤0.01% | 1048 |
|
|
2022
Q3 | $1K | Sell |
64
-290
| -82% | -$4.53K | ﹤0.01% | 1624 |
|
|
2022
Q2 | $9K | Buy |
354
+120
| +51% | +$3.05K | ﹤0.01% | 806 |
|
|
2022
Q1 | $7K | Buy |
234
+188
| +409% | +$5.62K | ﹤0.01% | 931 |
|
|
2021
Q4 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 1140 |
|