Regal Investment 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 |
-8,354
| Closed | -$237K | – | 523 |
|
|
2023
Q2 | $237K | Hold |
8,354
| – | – | 0.02% | 452 |
|
|
2023
Q1 | $228K | Hold |
8,354
| – | – | 0.02% | 453 |
|
|
2022
Q4 | $230K | Buy |
+8,354
| New | +$230K | 0.02% | 427 |
|
|
2022
Q3 | – | Sell |
-8,374
| Closed | -$210K | – | 520 |
|
|
2022
Q2 | $210K | Hold |
8,374
| – | – | 0.02% | 453 |
|
|
2022
Q1 | $248K | Buy |
8,374
+20
| +0.2% | +$592 | 0.02% | 455 |
|
|
2021
Q4 | $288K | Hold |
8,354
| – | – | 0.03% | 437 |
|
|
2021
Q3 | $327K | Sell |
8,354
-259
| -3% | -$10.1K | 0.03% | 400 |
|
|
2021
Q2 | $318K | Buy |
+8,613
| New | +$318K | 0.03% | 406 |
|