Parisi Gray Wealth Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-556
| Closed | -$22K | – | 358 |
|
|
2019
Q1 | $22K | Hold |
556
| – | – | 0.01% | 302 |
|
|
2018
Q4 | $19K | Hold |
556
| – | – | 0.01% | 321 |
|
|
2018
Q3 | $25K | Hold |
556
| – | – | 0.02% | 313 |
|
|
2018
Q2 | $25K | Hold |
556
| – | – | 0.02% | 320 |
|
|
2018
Q1 | $27K | Hold |
556
| – | – | 0.02% | 307 |
|
|
2017
Q4 | $27K | Buy |
+556
| New | +$27K | 0.02% | 317 |
|