Legacy Financial Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-73
| Closed | -$3K | – | 706 |
|
|
2019
Q1 | $3K | Hold |
73
| – | – | ﹤0.01% | 865 |
|
|
2018
Q4 | $3K | Hold |
73
| – | – | ﹤0.01% | 811 |
|
|
2018
Q3 | $3K | Sell |
73
-417
| -85% | -$17.1K | ﹤0.01% | 772 |
|
|
2018
Q2 | $22K | Buy |
490
+382
| +354% | +$17.2K | 0.01% | 362 |
|
|
2018
Q1 | $5K | Hold |
108
| – | – | ﹤0.01% | 645 |
|
|
2017
Q4 | $5K | Buy |
+108
| New | +$5K | ﹤0.01% | 637 |
|