Rothschild Investment LLC’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3K | Buy |
1,013
+88
| +10% | +$2.2K | ﹤0.01% | 967 |
|
|
2025
Q1 | $19.9K | Sell |
925
-140
| -13% | -$3.01K | ﹤0.01% | 1006 |
|
|
2024
Q4 | $17K | Buy |
1,065
+120
| +13% | +$1.91K | ﹤0.01% | 1039 |
|
|
2024
Q3 | $17.5K | Sell |
945
-361
| -28% | -$6.69K | ﹤0.01% | 1025 |
|
|
2024
Q2 | $23.9K | Buy |
1,306
+1,147
| +721% | +$21K | ﹤0.01% | 930 |
|
|
2024
Q1 | $3.06K | Sell |
159
-64
| -29% | -$1.23K | ﹤0.01% | 1178 |
|
|
2023
Q4 | $5.01K | Buy |
+223
| New | +$5.01K | ﹤0.01% | 1080 |
|