Lourd Capital’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,931
| Closed | -$203K | – | 251 |
|
|
2018
Q4 | $203K | Buy |
5,931
+273
| +5% | +$9.34K | 0.02% | 280 |
|
|
2018
Q3 | $252K | Buy |
+5,658
| New | +$252K | 0.02% | 259 |
|
|
2018
Q1 | – | Sell |
-7,437
| Closed | -$366K | – | 281 |
|
|
2017
Q4 | $366K | Buy |
+7,437
| New | +$366K | 0.02% | 202 |
|