Schechter Investment Advisors’s Prudential PUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-14,183	Closed	-$357K	–	979
2022 Q2	$357K	Buy	14,183 +2,955	+26%	+$74.4K	0.03%	638
2022 Q1	$332K	Sell	11,228 -502	-4%	-$14.8K	0.03%	666
2021 Q4	$404K	Buy	+11,730	New	+$404K	0.04%	578