PWA
Phoenix Wealth 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 | $5.28M | Sell |
106,177
-64,746
| -38% | -$3.22M | 2.21% | 12 |
|
|
2025
Q1 | $8.5M | Buy |
170,923
+89,244
| +109% | +$4.44M | 3.7% | 4 |
|
|
2024
Q4 | $4.05M | Buy |
81,679
+77,483
| +1,847% | +$3.84M | 1.76% | 18 |
|
|
2024
Q3 | $209K | Buy |
+4,196
| New | +$209K | 0.1% | 118 |
|