RWM
Ritholtz Wealth Management’s Prudential PUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+9,043
| New | +$226K | 0.01% | 884 |
|
|
2024
Q3 | – | Sell |
-10,349
| Closed | -$190K | – | 905 |
|
|
2024
Q2 | $190K | Buy |
+10,349
| New | +$190K | 0.01% | 771 |
|
|
2021
Q2 | – | Sell |
-5,495
| Closed | -$235K | – | 517 |
|
|
2021
Q1 | $235K | Buy |
+5,495
| New | +$235K | 0.02% | 370 |
|