NFA
Northwest Financial Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Buy |
12,415
+1,357
| +12% | +$67.5K | 0.86% | 33 |
|
|
2025
Q1 | $550K | Sell |
11,058
-61
| -0.5% | -$3.03K | 0.46% | 51 |
|
|
2024
Q4 | $551K | Sell |
11,119
-218
| -2% | -$10.8K | 0.46% | 57 |
|
|
2024
Q3 | $564K | Sell |
11,337
-1,438
| -11% | -$71.6K | 0.45% | 51 |
|
|
2024
Q2 | $635K | Buy |
12,775
+80
| +0.6% | +$3.98K | 0.65% | 40 |
|
|
2024
Q1 | $631K | Buy |
12,695
+82
| +0.7% | +$4.08K | 0.69% | 35 |
|
|
2023
Q4 | $623K | Buy |
+12,613
| New | +$623K | 0.53% | 36 |
|