Simplicity Solutions’s Prudential PUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,115
| Closed | -$226K | – | 867 |
|
|
2019
Q4 | $226K | Sell |
6,115
-1,001
| -14% | -$37K | 0.01% | 760 |
|
|
2019
Q3 | $251K | Buy |
7,116
+653
| +10% | +$23K | 0.01% | 614 |
|
|
2019
Q2 | $275K | Buy |
+6,463
| New | +$275K | 0.01% | 523 |
|
|
2018
Q4 | – | Sell |
-6,285
| Closed | -$280K | – | 752 |
|
|
2018
Q3 | $280K | Buy |
6,285
+259
| +4% | +$11.5K | 0.02% | 405 |
|
|
2018
Q2 | $267K | Buy |
+6,026
| New | +$267K | 0.02% | 395 |
|