PSI Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-300
| Closed | -$8.5K | – | 884 |
|
|
2023
Q2 | $8.5K | Hold |
300
| – | – | ﹤0.01% | 515 |
|
|
2023
Q1 | $8.2K | Hold |
300
| – | – | ﹤0.01% | 465 |
|
|
2022
Q4 | $8.24K | Sell |
300
-300
| -50% | -$8.24K | ﹤0.01% | 460 |
|
|
2022
Q3 | $12K | Hold |
600
| – | – | 0.01% | 398 |
|
|
2022
Q2 | $15K | Sell |
600
-140
| -19% | -$3.5K | 0.01% | 396 |
|
|
2022
Q1 | $22K | Hold |
740
| – | – | 0.01% | 358 |
|
|
2021
Q4 | $25K | Hold |
740
| – | – | 0.01% | 364 |
|
|
2021
Q3 | $29K | Buy |
+740
| New | +$29K | 0.01% | 341 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$73K | – | 467 |
|
|
2019
Q4 | $73K | Buy |
+2,000
| New | +$73K | 0.05% | 224 |
|