Mather Group’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-422
| Closed | -$9.07K | – | 1441 |
|
|
2025
Q1 | $9.07K | Sell |
422
-24
| -5% | -$516 | ﹤0.01% | 1276 |
|
|
2024
Q4 | $7.11K | Sell |
446
-54
| -11% | -$861 | ﹤0.01% | 1316 |
|
|
2024
Q3 | $9.27K | Sell |
500
-338
| -40% | -$6.27K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $16.1K | Sell |
838
-22
| -3% | -$424 | ﹤0.01% | 1312 |
|
|
2024
Q1 | $19.3K | Buy |
+860
| New | +$19.3K | ﹤0.01% | 1069 |
|
|
2022
Q2 | – | Sell |
-7,362
| Closed | -$218K | – | 455 |
|
|
2022
Q1 | $218K | Sell |
7,362
-649
| -8% | -$19.2K | ﹤0.01% | 410 |
|
|
2021
Q4 | $276K | Buy |
+8,011
| New | +$276K | 0.01% | 313 |
|