JFS Wealth Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23K | Buy |
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|
2025
Q1 | $2.6K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.76K | Buy |
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|
2024
Q2 | $2.75K | Sell |
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|
2024
Q1 | $3.14K | Buy |
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|
2023
Q4 | $3.1K | Sell |
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|
2023
Q3 | $3.49K | Sell |
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|
2023
Q2 | $5.38K | Buy |
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|
2023
Q1 | $4.46K | Buy |
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|
2022
Q4 | $4.37K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $2K | Buy |
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