Lenox Wealth 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 |
-147
| Closed | -$6K | – | 544 |
|
|
2019
Q1 | $6K | Buy |
+147
| New | +$6K | ﹤0.01% | 337 |
|
|
2018
Q3 | – | Sell |
-204
| Closed | -$9K | – | 494 |
|
|
2018
Q2 | $9K | Buy |
+204
| New | +$9K | ﹤0.01% | 385 |
|
|
2016
Q1 | – | Sell |
-61
| Closed | -$3K | – | 379 |
|
|
2015
Q4 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 288 |
|