Lenox Wealth Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $9K | Sell |
333
-215
| -39% | -$5.81K | ﹤0.01% | 451 |
|
|
2020
Q1 | $13K | Buy |
548
+403
| +278% | +$9.56K | ﹤0.01% | 362 |
|
|
2019
Q4 | $5K | Buy |
+145
| New | +$5K | ﹤0.01% | 539 |
|
|
2019
Q3 | – | Sell |
-107
| Closed | -$4K | – | 721 |
|
|
2019
Q2 | $4K | Buy |
107
+5
| +5% | +$187 | ﹤0.01% | 539 |
|
|
2019
Q1 | $4K | Buy |
102
+61
| +149% | +$2.39K | ﹤0.01% | 543 |
|
|
2018
Q4 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 615 |
|