Mountain Capital Investment Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-12,416
| Closed | -$518K | – | 138 |
|
|
2021
Q1 | $518K | Buy |
12,416
+6,780
| +120% | +$283K | 0.26% | 120 |
|
|
2020
Q4 | $210K | Buy |
+5,636
| New | +$210K | 0.13% | 132 |
|
|
2017
Q4 | – | Sell |
-193
| Closed | -$9K | – | 335 |
|
|
2017
Q3 | $9K | Hold |
193
| – | – | 0.01% | 290 |
|
|
2017
Q2 | $9K | Buy |
+193
| New | +$9K | 0.01% | 313 |
|