Plante Moran Financial Advisors’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 |
-966
| Closed | -$43K | – | 830 |
|
|
2018
Q2 | $43K | Buy |
966
+378
| +64% | +$16.8K | 0.02% | 359 |
|
|
2018
Q1 | $29K | Buy |
588
+34
| +6% | +$1.68K | 0.02% | 439 |
|
|
2017
Q4 | $27K | Buy |
554
+526
| +1,879% | +$25.6K | 0.02% | 457 |
|
|
2017
Q3 | $1K | Sell |
28
-2
| -7% | -$71 | ﹤0.01% | 781 |
|
|
2017
Q2 | $1K | Sell |
30
-578
| -95% | -$19.3K | ﹤0.01% | 797 |
|
|
2017
Q1 | $25K | Buy |
608
+469
| +337% | +$19.3K | 0.02% | 440 |
|
|
2016
Q4 | $5K | Buy |
+139
| New | +$5K | ﹤0.01% | 722 |
|