Rise Advisors’s Prudential PUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33 Hold
1
﹤0.01% 1519
2025
Q1
$28 Sell
1
-716
-100% -$20K ﹤0.01% 1480
2024
Q4
$11.4K Buy
717
+5
+0.7% +$80 0.01% 943
2024
Q3
$13.2K Hold
712
0.01% 931
2024
Q2
$13K Buy
712
+10
+1% +$183 0.01% 897
2024
Q1
$13.5K Buy
+702
New +$13.5K 0.01% 929