Liberty Wealth Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8
| Closed | – | – | 861 |
|
|
2021
Q3 | $0 | Buy |
8
+4
| +100% | – | ﹤0.01% | 1225 |
|
|
2021
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1158 |
|
|
2020
Q3 | – | Sell |
-52
| Closed | -$3K | – | 930 |
|
|
2020
Q2 | $3K | Sell |
52
-181
| -78% | -$10.4K | ﹤0.01% | 703 |
|
|
2020
Q1 | $6K | Buy |
+233
| New | +$6K | 0.01% | 553 |
|