Omnia Family Wealth’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-596
| Closed | -$26K | – | 583 |
|
|
2018
Q2 | $26K | Hold |
596
| – | – | 0.01% | 196 |
|
|
2018
Q1 | $30K | Hold |
596
| – | – | 0.01% | 178 |
|
|
2017
Q4 | $29K | Buy |
596
+5
| +0.8% | +$243 | 0.01% | 197 |
|
|
2017
Q3 | $28K | Hold |
591
| – | – | 0.01% | 187 |
|
|
2017
Q2 | $26K | Buy |
591
+11
| +2% | +$484 | 0.01% | 199 |
|
|
2017
Q1 | $24K | Hold |
580
| – | – | 0.01% | 203 |
|
|
2016
Q4 | $22K | Buy |
+580
| New | +$22K | 0.01% | 216 |
|