Next Financial Group’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Buy |
62
+15
| +32% | +$484 | ﹤0.01% | 2638 |
|
|
2021
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 2515 |
|
|
2021
Q2 | $2K | Sell |
47
-9
| -16% | -$383 | ﹤0.01% | 2442 |
|
|
2021
Q1 | $2K | Buy |
56
+1
| +2% | +$36 | ﹤0.01% | 2329 |
|
|
2020
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 2207 |
|
|
2019
Q4 | – | Sell |
-37
| Closed | -$1K | – | 2512 |
|
|
2019
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 2253 |
|
|
2019
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 2141 |
|
|
2019
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 1578 |
|
|
2018
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1876 |
|
|
2017
Q4 | – | Sell |
-554
| Closed | -$26K | – | 1114 |
|
|
2017
Q3 | $26K | Sell |
554
-12,715
| -96% | -$597K | 0.01% | 895 |
|
|
2017
Q2 | $592K | Buy |
13,269
+447
| +3% | +$19.9K | 0.14% | 158 |
|
|
2017
Q1 | $552K | Buy |
12,822
+1,124
| +10% | +$48.4K | 0.15% | 146 |
|
|
2016
Q4 | $451K | Buy |
11,698
+3,726
| +47% | +$144K | 0.08% | 281 |
|
|
2016
Q3 | $276K | Buy |
7,972
+4,058
| +104% | +$140K | 0.05% | 371 |
|
|
2016
Q2 | $129K | Buy |
3,914
+1,959
| +100% | +$64.6K | 0.04% | 395 |
|
|
2016
Q1 | $70K | Hold |
1,955
| – | – | 0.02% | 527 |
|
|
2015
Q4 | $85K | Buy |
1,955
+55
| +3% | +$2.39K | 0.03% | 465 |
|
|
2015
Q3 | $77K | Hold |
1,900
| – | – | 0.03% | 511 |
|
|
2015
Q2 | $89K | Buy |
1,900
+405
| +27% | +$19K | 0.03% | 505 |
|
|
2015
Q1 | $72K | Hold |
1,495
| – | – | 0.02% | 567 |
|
|
2014
Q4 | $67K | Sell |
1,495
-206
| -12% | -$9.23K | 0.02% | 565 |
|
|
2014
Q3 | $73K | Buy |
+1,701
| New | +$73K | 0.01% | 775 |
|