Naviter Wealth’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Buy |
+16,858
| New | +$422K | 0.05% | 204 |
|
|
2024
Q4 | – | Sell |
-33,988
| Closed | -$635K | – | 300 |
|
|
2024
Q3 | $635K | Sell |
33,988
-1,108
| -3% | -$20.7K | 0.09% | 181 |
|
|
2024
Q2 | $643K | Buy |
35,096
+4,637
| +15% | +$85K | 0.1% | 179 |
|
|
2024
Q1 | $587K | Buy |
30,459
+10,335
| +51% | +$199K | 0.1% | 184 |
|
|
2023
Q4 | $452K | Buy |
20,124
+385
| +2% | +$8.64K | 0.09% | 177 |
|
|
2023
Q3 | $435K | Buy |
19,739
+2,257
| +13% | +$49.8K | 0.11% | 176 |
|
|
2023
Q2 | $495K | Buy |
17,482
+2,301
| +15% | +$65.2K | 0.13% | 177 |
|
|
2023
Q1 | $419K | Buy |
15,181
+420
| +3% | +$11.6K | 0.15% | 164 |
|
|
2022
Q4 | $479K | Buy |
14,761
+1,419
| +11% | +$46K | 0.13% | 153 |
|
|
2022
Q3 | $266K | Buy |
13,342
+1,041
| +8% | +$20.8K | 0.11% | 167 |
|
|
2022
Q2 | $309K | Buy |
+12,301
| New | +$309K | 0.13% | 157 |
|