Lakeshore Financial Planning’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 | $31.8M | Sell |
639,837
-66,783
| -9% | -$3.32M | 12.8% | 2 |
|
|
2025
Q1 | $35.1M | Buy |
706,620
+217,392
| +44% | +$10.8M | 14.64% | 2 |
|
|
2024
Q4 | $24.2M | Buy |
489,228
+114,581
| +31% | +$5.68M | 10.34% | 2 |
|
|
2024
Q3 | $18.6M | Buy |
374,647
+133,170
| +55% | +$6.63M | 8.22% | 3 |
|
|
2024
Q2 | $12M | Buy |
241,477
+110,882
| +85% | +$5.51M | 5.86% | 8 |
|
|
2024
Q1 | $6.49M | Buy |
130,595
+20,107
| +18% | +$999K | 3.29% | 10 |
|
|
2023
Q4 | $5.46M | Buy |
110,488
+24,220
| +28% | +$1.2M | 3.03% | 11 |
|
|
2023
Q3 | $4.27M | Buy |
+86,268
| New | +$4.27M | 2.43% | 11 |
|