Ronald Blue & Co’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,443
| Closed | -$263K | – | 274 |
|
|
2015
Q3 | $263K | Sell |
6,443
-309
| -5% | -$12.6K | 0.01% | 233 |
|
|
2015
Q2 | $318K | Buy |
6,752
+115
| +2% | +$5.42K | 0.02% | 246 |
|
|
2015
Q1 | $321K | Buy |
6,637
+153
| +2% | +$7.4K | 0.02% | 244 |
|
|
2014
Q4 | $290K | Buy |
6,484
+804
| +14% | +$36K | 0.01% | 249 |
|
|
2014
Q3 | $245K | Buy |
5,680
+404
| +8% | +$17.4K | 0.02% | 270 |
|
|
2014
Q2 | $235K | Buy |
+5,276
| New | +$235K | 0.01% | 283 |
|