Lake Street Advisors Group’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,349
| Closed | -$210K | – | 672 |
|
|
2023
Q4 | $210K | Buy |
+9,349
| New | +$210K | 0.01% | 531 |
|
|
2021
Q3 | – | Sell |
-8,003
| Closed | -$321K | – | 378 |
|
|
2021
Q2 | $321K | Buy |
8,003
+53
| +0.7% | +$2.13K | 0.02% | 234 |
|
|
2021
Q1 | $329K | Buy |
7,950
+194
| +3% | +$8.03K | 0.03% | 216 |
|
|
2020
Q4 | $278K | Sell |
7,756
-1,199
| -13% | -$43K | 0.02% | 239 |
|
|
2020
Q3 | $248K | Sell |
8,955
-585
| -6% | -$16.2K | 0.02% | 228 |
|
|
2020
Q2 | $281K | Buy |
+9,540
| New | +$281K | 0.03% | 214 |
|
|
2018
Q3 | – | Sell |
-5,551
| Closed | -$246K | – | 291 |
|
|
2018
Q2 | $246K | Buy |
+5,551
| New | +$246K | 0.02% | 270 |
|
|
2018
Q1 | – | Sell |
-4,933
| Closed | -$243K | – | 345 |
|
|
2017
Q4 | $243K | Buy |
+4,933
| New | +$243K | 0.03% | 281 |
|