Patriot Financial Group Insurance Agency’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-136
| Closed | -$3K | – | 1566 |
|
|
2022
Q2 | $3K | Sell |
136
-266
| -66% | -$5.87K | ﹤0.01% | 1668 |
|
|
2022
Q1 | $12K | Sell |
402
-256
| -39% | -$7.64K | ﹤0.01% | 1295 |
|
|
2021
Q4 | $23K | Buy |
658
+7
| +1% | +$245 | ﹤0.01% | 1167 |
|
|
2021
Q3 | $26K | Buy |
651
+55
| +9% | +$2.2K | ﹤0.01% | 1097 |
|
|
2021
Q2 | $22K | Sell |
596
-72
| -11% | -$2.66K | ﹤0.01% | 1138 |
|
|
2021
Q1 | $28K | Buy |
668
+99
| +17% | +$4.15K | 0.01% | 973 |
|
|
2020
Q4 | $20K | Sell |
569
-29
| -5% | -$1.02K | 0.01% | 973 |
|
|
2020
Q3 | $17K | Hold |
598
| – | – | 0.01% | 863 |
|
|
2020
Q2 | $18K | Sell |
598
-56
| -9% | -$1.69K | 0.01% | 785 |
|
|
2020
Q1 | $16K | Buy |
654
+512
| +361% | +$12.5K | 0.01% | 723 |
|
|
2019
Q4 | $5K | Sell |
142
-17
| -11% | -$599 | ﹤0.01% | 985 |
|
|
2019
Q3 | $6K | Buy |
159
+11
| +7% | +$415 | ﹤0.01% | 901 |
|
|
2019
Q2 | $6K | Sell |
148
-38
| -20% | -$1.54K | ﹤0.01% | 906 |
|
|
2019
Q1 | $7K | Buy |
+186
| New | +$7K | ﹤0.01% | 780 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1208 |
|